Merrill Edge
Industry: Retail banking company
DescriptionMerrill Edge is an online discount brokerage service provided by Bank of America Merrill Lynch. Launched on June 21, 2010, Merrill Edge is a part of Bank of America's retail banking division. Parent organization: Bank of America Founded: 21 June 2010 Number of employees: 2,500 Area served: United States of America Key people: Aron Levine
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Merrill Edge Employees
Employee
Years
Job
Industry
Jason H. Katz Jason H. Katz's Merrill Edge Experience December 2012 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Banking
Experience
Merrill Edge December 2012 - Present
Merrill Edge February 2011 - December 2012
Randstad (Bank of America Merrill Lynch) September 2010 - February 2011
Morgan Stanley Smith Barney January 2010 - May 2010
Church & Dwight Co., Inc May 2008 - August 2008
Skills
Finance, Financial Services, Mutual Funds, Securities
Education
Towson University 2006 — 2010
Business Administration, Finance
Rider University
Master of Business Administration (MBA)
Towson University
Merrill Edge December 2012 - Present
Merrill Edge February 2011 - December 2012
Randstad (Bank of America Merrill Lynch) September 2010 - February 2011
Morgan Stanley Smith Barney January 2010 - May 2010
Church & Dwight Co., Inc May 2008 - August 2008
Skills
Finance, Financial Services, Mutual Funds, Securities
Education
Towson University 2006 — 2010
Business Administration, Finance
Rider University
Master of Business Administration (MBA)
Towson University
Grace Somers Grace Somers's Merrill Edge Experience March 2015 - July 2015
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2015 - July 2015
Finance Logix June 2012 - August 2014
Skills
Microsoft Excel, Microsoft Office, Business Analysis, Customer Service, SQL, Wealth Management, Salesforce.com, Financial Services, Investments, Strategic Financial..., Sales, Asset Management, Finance, Retirement Planning, CRM, Relationship Management, Leadership, Financial Planning
Education
University of Arizona
Business, Management, Marketing, and Related Support Services
Pima Community College 2007 — 2008
Finance, General
Merrill Edge March 2015 - July 2015
Finance Logix June 2012 - August 2014
Skills
Microsoft Excel, Microsoft Office, Business Analysis, Customer Service, SQL, Wealth Management, Salesforce.com, Financial Services, Investments, Strategic Financial..., Sales, Asset Management, Finance, Retirement Planning, CRM, Relationship Management, Leadership, Financial Planning
Education
University of Arizona
Business, Management, Marketing, and Related Support Services
Pima Community College 2007 — 2008
Finance, General
Rich Steinmeier Rich Steinmeier's Merrill Edge Experience February 2009 - August 2012
Job Managing Director, Head of Emerging Affluent and the Wealth Advice Center at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management Americas August 2012 - Present
Merrill Edge February 2009 - August 2012
Merrill Lynch December 2008 - August 2011
Merrill Lynch February 2006 - December 2008
Merrill Lynch Retirement Group 2006 - 2007
McKinsey & Company 2002 - 2006
Education
Stanford University Graduate School of Business 2000 — 2002
MBA, Business
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance, Entrepreneurial Management
UBS Wealth Management Americas August 2012 - Present
Merrill Edge February 2009 - August 2012
Merrill Lynch December 2008 - August 2011
Merrill Lynch February 2006 - December 2008
Merrill Lynch Retirement Group 2006 - 2007
McKinsey & Company 2002 - 2006
Education
Stanford University Graduate School of Business 2000 — 2002
MBA, Business
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance, Entrepreneurial Management
James Siegler James Siegler's Merrill Edge Experience August 2014 - February 2015
Job Customer Service Representative
Industry Financial Services
Experience
Zenefits April 2015 - Present
Merrill Edge August 2014 - February 2015
Toyota Financial Services December 2013 - September 2014
Prescott Valley Chamber of Comerce June 2013 - September 2013
Siegler and Siegler CPAs February 2012 - April 2012
Laser Gifts May 2011 - July 2011
Skills
General Ledger, Warehousing, Shipping, Packaging, Distribution Center..., Financial Analysis, Finance, Microsoft Excel, Financial Modeling, Investments, Leadership, Accounting, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Corporate Finance, Strategic Financial..., Portfolio Management, Valuation, Banking
Education
Northern Arizona University 2011 — 2013
Bachelor of Science (BS), Finance, General
Northern Arizona University 2011 — 2013
Bachelor of Science (BS), Finance, General
Zenefits April 2015 - Present
Merrill Edge August 2014 - February 2015
Toyota Financial Services December 2013 - September 2014
Prescott Valley Chamber of Comerce June 2013 - September 2013
Siegler and Siegler CPAs February 2012 - April 2012
Laser Gifts May 2011 - July 2011
Skills
General Ledger, Warehousing, Shipping, Packaging, Distribution Center..., Financial Analysis, Finance, Microsoft Excel, Financial Modeling, Investments, Leadership, Accounting, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Corporate Finance, Strategic Financial..., Portfolio Management, Valuation, Banking
Education
Northern Arizona University 2011 — 2013
Bachelor of Science (BS), Finance, General
Northern Arizona University 2011 — 2013
Bachelor of Science (BS), Finance, General
Scott Moulton Scott Moulton's Merrill Edge Experience June 2013 - Present
Job Regional Sales Executive Consumer and Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2013 - Present
Key Private Bank April 2012 - June 2013
Merrill Lynch April 2009 - April 2012
Bank of America 2008 - April 2009
Skills
Banking, Loans, Commercial Banking, Portfolio Management, Wealth Management, Credit Analysis, Credit, Investments, Mortgage Lending, Private Banking, Series 7, Retail Banking, Sales, Series 63, Small Business Lending
Education
Siena College 1989 — 1993
Bachelor of Science, Accounting and Finance
Waterford Halfmoon High School 1985 — 1989
High School
Merrill Edge June 2013 - Present
Key Private Bank April 2012 - June 2013
Merrill Lynch April 2009 - April 2012
Bank of America 2008 - April 2009
Skills
Banking, Loans, Commercial Banking, Portfolio Management, Wealth Management, Credit Analysis, Credit, Investments, Mortgage Lending, Private Banking, Series 7, Retail Banking, Sales, Series 63, Small Business Lending
Education
Siena College 1989 — 1993
Bachelor of Science, Accounting and Finance
Waterford Halfmoon High School 1985 — 1989
High School
Kyle McConnell Kyle McConnell's Merrill Edge Experience January 2013 - Present
Job Financial Advisor at Merrill Edge
Industry Management Consulting
Experience
Merrill Edge January 2013 - Present
Merrill Lynch 2012 - 2012
State of Alaska May 2010 - May 2011
Icy Strait Point Development Company May 2007 - August 2007
Skills
Strong Speaker, Microsoft Office, Series 7, Series 66, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Project Management, Leadership, Financial Analysis, Strategic Planning, Event Planning
Education
University of Arizona 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Norwich University 2008 — 2008
Merrill Edge January 2013 - Present
Merrill Lynch 2012 - 2012
State of Alaska May 2010 - May 2011
Icy Strait Point Development Company May 2007 - August 2007
Skills
Strong Speaker, Microsoft Office, Series 7, Series 66, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Project Management, Leadership, Financial Analysis, Strategic Planning, Event Planning
Education
University of Arizona 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Norwich University 2008 — 2008
Jane Bartosik Jane Bartosik's Merrill Edge Experience January 2014 - Present
Job Director, Merrill Edge Premium Elite (High Net Worth Client Division)
Industry Financial Services
Experience
Merrill Edge January 2014 - Present
Merrill Lynch January 2010 - Present
Merrill Lynch February 2008 - January 2010
Merrill Lynch October 2006 - February 2008
Merrill Lynch January 2005 - October 2006
Smith Barney 2003 - 2004
Schonfeld Securities 2002 - 2003
Skills
Equities, Fixed Income, Investments, Mutual Funds, Series 63, Series 7, Uniform Combined State..., Wealth Management
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (MBA)
Rutgers University 1998 — 2002
Bachelor of Arts (B.A.)
Merrill Edge January 2014 - Present
Merrill Lynch January 2010 - Present
Merrill Lynch February 2008 - January 2010
Merrill Lynch October 2006 - February 2008
Merrill Lynch January 2005 - October 2006
Smith Barney 2003 - 2004
Schonfeld Securities 2002 - 2003
Skills
Equities, Fixed Income, Investments, Mutual Funds, Series 63, Series 7, Uniform Combined State..., Wealth Management
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Business Administration (MBA)
Rutgers University 1998 — 2002
Bachelor of Arts (B.A.)
Robert Neve's Merrill Edge Experience August 2013 - April 2014
Job Account Coordinator at Zenefits
Industry Computer Software
Experience
Zenefits August 2015 - Present
SJI Financial Services Inc May 2014 - April 2015
Merrill Edge August 2013 - April 2014
JPMorgan Chase August 2011 - July 2013
Enterprise Rent-A-Car February 2010 - August 2010
Lowe's April 2009 - February 2010
University of Arizona Intramural Sports October 2008 - February 2009
Plaza Construction May 2008 - July 2008
Plaza Construction May 2007 - July 2007
Naughton's Plumbing, Heating and Cooling April 2005 - April 2007
Skills
Customer Service, Microsoft Office, Market Research, Marketing, Product Management, Data Analysis, Teamwork, Operations Management, Management, Process Scheduler, Business Communications, Business Ethics, Marketing Research, Microsoft Excel, PowerPoint, Social Media, Sales, Strategic Planning, Microsoft Word, Product Marketing, Analysis, Training, Leadership, Inventory Management, Financial Analysis, Social Networking, Event Planning, Business Planning, Time Management, Team Leadership
Education
University of Arizona, Eller College of Management 2007 — 2009
Bachelor of Science, Business Administration; Marketing
Pima Community College 2005 — 2007
Associate Degree, Business Administration
Sahuaro High school
Zenefits August 2015 - Present
SJI Financial Services Inc May 2014 - April 2015
Merrill Edge August 2013 - April 2014
JPMorgan Chase August 2011 - July 2013
Enterprise Rent-A-Car February 2010 - August 2010
Lowe's April 2009 - February 2010
University of Arizona Intramural Sports October 2008 - February 2009
Plaza Construction May 2008 - July 2008
Plaza Construction May 2007 - July 2007
Naughton's Plumbing, Heating and Cooling April 2005 - April 2007
Skills
Customer Service, Microsoft Office, Market Research, Marketing, Product Management, Data Analysis, Teamwork, Operations Management, Management, Process Scheduler, Business Communications, Business Ethics, Marketing Research, Microsoft Excel, PowerPoint, Social Media, Sales, Strategic Planning, Microsoft Word, Product Marketing, Analysis, Training, Leadership, Inventory Management, Financial Analysis, Social Networking, Event Planning, Business Planning, Time Management, Team Leadership
Education
University of Arizona, Eller College of Management 2007 — 2009
Bachelor of Science, Business Administration; Marketing
Pima Community College 2005 — 2007
Associate Degree, Business Administration
Sahuaro High school
Vincent Guinta Vincent Guinta's Merrill Edge Experience June 2015 - Present
Job Financial Solutions Consultant at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
Merrill Lynch July 2013 - June 2015
Merrill Lynch April 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, Outstanding..., Research, Management, Strategy, Leadership, Team Leadership, Time Management, Analysis, Critical Thinking, Customer Service, PowerPoint, Public Speaking, Outlook, Finance, Microsoft Office, Social Networking, Teamwork
Education
Ramapo College of New Jersey 2011 — 2015
Finance, Business Administration, 3.60/4.00
2016 Level II Candidate in the CFA Program
Anisfield School of Business
Bachelor of Science
Ramapo College of New Jersey
Bachelor of Business Administration (B.B.A.)
Merrill Edge June 2015 - Present
Merrill Lynch July 2013 - June 2015
Merrill Lynch April 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, Outstanding..., Research, Management, Strategy, Leadership, Team Leadership, Time Management, Analysis, Critical Thinking, Customer Service, PowerPoint, Public Speaking, Outlook, Finance, Microsoft Office, Social Networking, Teamwork
Education
Ramapo College of New Jersey 2011 — 2015
Finance, Business Administration, 3.60/4.00
2016 Level II Candidate in the CFA Program
Anisfield School of Business
Bachelor of Science
Ramapo College of New Jersey
Bachelor of Business Administration (B.B.A.)
Bill Schriver Bill Schriver's Merrill Edge Experience February 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Edge February 2014 - Present
Old Man Rafferty's April 2006 - March 2014
Skills
Customer Service, Social Skills, Sales Management, Operations Management, Inventory Control, Inventory Management, Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Computer Science
Thomas Edison State College
Merrill Edge February 2014 - Present
Old Man Rafferty's April 2006 - March 2014
Skills
Customer Service, Social Skills, Sales Management, Operations Management, Inventory Control, Inventory Management, Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Computer Science
Thomas Edison State College
Meredith Deffley Meredith Deffley's Merrill Edge Experience October 2014 - Present
Job Sales and Support Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
Riperian, Inc June 2012 - October 2014
Conanicut Yacht Club June 2009 - October 2012
Champlain Valley Office of Economic Opportunity February 2012 - April 2012
Skills
QuickBooks, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, General Ledger, Customer Service, Social Media, Financial Reporting, Banking, Analysis, Outlook, Public Speaking, Data Analysis, Teamwork, Business Analysis, Access, Budgets, Research
Education
Saint Michael's College 2009 — 2012
Bachelor of Science (B.S.), Accounting
Merrill Edge October 2014 - Present
Riperian, Inc June 2012 - October 2014
Conanicut Yacht Club June 2009 - October 2012
Champlain Valley Office of Economic Opportunity February 2012 - April 2012
Skills
QuickBooks, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, General Ledger, Customer Service, Social Media, Financial Reporting, Banking, Analysis, Outlook, Public Speaking, Data Analysis, Teamwork, Business Analysis, Access, Budgets, Research
Education
Saint Michael's College 2009 — 2012
Bachelor of Science (B.S.), Accounting
Gregory Heisen's Merrill Edge Experience September 2014 - Present
Job Vice President, Financial Solutions Team Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Merrill Edge August 2012 - September 2014
Skills
Golf, Business, Leadership, Wit, Financial Services, Financial Markets, Trading, Bonds, Risk Management, Investment Management, Sales, Market Analysis, Strength & Conditioning, FINRA, Team Management, Team Leadership, Financial Strategy, Performance Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
Bachelor of Arts (B.A.), Political Science and Government
University of Richmond 2006 — 2008
Political Science and Government
Merrill Edge September 2014 - Present
Merrill Edge August 2012 - September 2014
Skills
Golf, Business, Leadership, Wit, Financial Services, Financial Markets, Trading, Bonds, Risk Management, Investment Management, Sales, Market Analysis, Strength & Conditioning, FINRA, Team Management, Team Leadership, Financial Strategy, Performance Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
Bachelor of Arts (B.A.), Political Science and Government
University of Richmond 2006 — 2008
Political Science and Government
Felton Messina's Merrill Edge Experience September 2014 - June 2015
Job Sr. Operations Manager at Bolton Global Capital, Inc
Industry Investment Management
Experience
Bolton Global Capital, Inc June 2015 - Present
Merrill Edge September 2014 - June 2015
CVS Caremark Corporation October 2013 - December 2013
Rhode Island College September 2012 - December 2012
La Universal de Seguros May 2012 - August 2012
The Home Depot 2011 - 2012
Skills
Finance, Spanish, Portfolio Management, Management, Investments, Brazilian Portuguese, Corporate Finance, Managerial Finance, Leadership, Sales, Social Media, Public Speaking, Project Management, Microsoft Excel, Series 7, Series 63, Microsoft Office, Customer Service
Education
Rhode Island College 2007 — 2012
Bachelor's degree, Economics and Finance, 3.2
Saint Raphael Academy 2006 — 2007
High School, High School/Secondary Diplomas and Certificates
Bolton Global Capital, Inc June 2015 - Present
Merrill Edge September 2014 - June 2015
CVS Caremark Corporation October 2013 - December 2013
Rhode Island College September 2012 - December 2012
La Universal de Seguros May 2012 - August 2012
The Home Depot 2011 - 2012
Skills
Finance, Spanish, Portfolio Management, Management, Investments, Brazilian Portuguese, Corporate Finance, Managerial Finance, Leadership, Sales, Social Media, Public Speaking, Project Management, Microsoft Excel, Series 7, Series 63, Microsoft Office, Customer Service
Education
Rhode Island College 2007 — 2012
Bachelor's degree, Economics and Finance, 3.2
Saint Raphael Academy 2006 — 2007
High School, High School/Secondary Diplomas and Certificates
Shelly Aater Shelly Aater's Merrill Edge Experience March 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Edge March 2015 - Present
Merrill Edge February 2014 - March 2015
First Heritage Financial, LLC February 2012 - February 2014
Royal Bank of Scotland - Citizens Bank January 2010 - October 2010
LFP, Inc. February 2006 - November 2009
Skills
Series 7, Series 66, Series 63, Financial Services, Investments, Client Services, Manage Client..., Strategic Planning, Project Management, Contract Management, Office Management, Presentation Development, Siebel
Education
Northwood University
BBA, Management & Marketing
Merrill Edge March 2015 - Present
Merrill Edge February 2014 - March 2015
First Heritage Financial, LLC February 2012 - February 2014
Royal Bank of Scotland - Citizens Bank January 2010 - October 2010
LFP, Inc. February 2006 - November 2009
Skills
Series 7, Series 66, Series 63, Financial Services, Investments, Client Services, Manage Client..., Strategic Planning, Project Management, Contract Management, Office Management, Presentation Development, Siebel
Education
Northwood University
BBA, Management & Marketing
Justin Amit's Merrill Edge Experience December 2014 - June 2015
Job Team Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Merrill Edge December 2014 - June 2015
Collegiate Sports Official September 2001 - May 2015
Merrill Edge March 2014 - December 2014
Independent Capital Management June 2013 - October 2013
Lock Stock and Barrel Investments September 2011 - June 2013
Follett Higher Education Group May 2008 - December 2011
Skills
Microsoft Office, Investments, Portfolio Management, Personal Financial..., Retirement Planning, Life Insurance, College Savings, Sports, Insurance, Customer Service, Finance, Series 6, Stocks, Mutual Funds, Retirement, Budgets, Management, Real Estate, Sales, Forecasting, Financial Analysis
Education
Saint Mary's College of California 2015 — 2016
Master's degree, Financial Analysis and Investment Management
San Diego State University-California State University 2005 — 2008
Bachelors, Financial Services
Merrill Lynch July 2015 - Present
Merrill Edge December 2014 - June 2015
Collegiate Sports Official September 2001 - May 2015
Merrill Edge March 2014 - December 2014
Independent Capital Management June 2013 - October 2013
Lock Stock and Barrel Investments September 2011 - June 2013
Follett Higher Education Group May 2008 - December 2011
Skills
Microsoft Office, Investments, Portfolio Management, Personal Financial..., Retirement Planning, Life Insurance, College Savings, Sports, Insurance, Customer Service, Finance, Series 6, Stocks, Mutual Funds, Retirement, Budgets, Management, Real Estate, Sales, Forecasting, Financial Analysis
Education
Saint Mary's College of California 2015 — 2016
Master's degree, Financial Analysis and Investment Management
San Diego State University-California State University 2005 — 2008
Bachelors, Financial Services
Rebecca Gallant Rebecca Gallant's Merrill Edge Experience December 2013 - March 2015
Job Financial Advisor
Industry Banking
Experience
United States Army June 2015 - Present
Florida Army National Guard August 2013 - Present
Merrill Edge December 2013 - March 2015
Florida Army National Guard August 2011 - August 2013
Florida Army National Guard April 2009 - August 2011
Skills
Army, Military Experience, Operational Planning, Military, Military Operations, Security Clearance, Force Protection, Military Training, Command, DoD, Military Logistics, Weapons, Leadership, Microsoft Office, National Security
Education
University of Florida 2011 — 2013
Bachelor of Science (B.S.), Economics
Santa Fe Community College 2008 — 2011
Associate of Arts (A.A.)
United States Army June 2015 - Present
Florida Army National Guard August 2013 - Present
Merrill Edge December 2013 - March 2015
Florida Army National Guard August 2011 - August 2013
Florida Army National Guard April 2009 - August 2011
Skills
Army, Military Experience, Operational Planning, Military, Military Operations, Security Clearance, Force Protection, Military Training, Command, DoD, Military Logistics, Weapons, Leadership, Microsoft Office, National Security
Education
University of Florida 2011 — 2013
Bachelor of Science (B.S.), Economics
Santa Fe Community College 2008 — 2011
Associate of Arts (A.A.)
Vladimir Netchiporuk's Merrill Edge Experience April 2013 - July 2013
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2014 - September 2015
Merrill Edge April 2013 - July 2013
Charles Schwab April 2011 - March 2013
Vanguard November 2010 - April 2011
Merrill Lynch June 2010 - August 2010
Chase October 2004 - August 2008
Skills
Investments, Management, Mutual Funds, Securities, Financial Services, Asset Allocation, Sales, Trading, Retirement, Time Management, Microsoft Excel, Financial Advisory, Training, Investment Strategies
Education
San Diego State University-California State University 2013 — 2014
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2008 — 2010
Bachelor of Science (B.S.), Finance, General
Moorpark College 2006 — 2008
JP Morgan Chase Bank, N.A. July 2014 - September 2015
Merrill Edge April 2013 - July 2013
Charles Schwab April 2011 - March 2013
Vanguard November 2010 - April 2011
Merrill Lynch June 2010 - August 2010
Chase October 2004 - August 2008
Skills
Investments, Management, Mutual Funds, Securities, Financial Services, Asset Allocation, Sales, Trading, Retirement, Time Management, Microsoft Excel, Financial Advisory, Training, Investment Strategies
Education
San Diego State University-California State University 2013 — 2014
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2008 — 2010
Bachelor of Science (B.S.), Finance, General
Moorpark College 2006 — 2008
Shawn Billiot's Merrill Edge Experience November 2012 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge November 2012 - Present
Merrill Edge July 2011 - November 2012
Merrill Lynch August 2009 - November 2011
Skills
Series 7, Series 66, Life & Health Insurance..., Variable Annuities..., Retirement Planning, Retirement, Wealth Management, Investments, Finance, Portfolio Management, Financial Services, Mutual Funds, Securities, Fixed Annuities, Banking, Equities, Financial Planning, Asset Management, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Insurance, Financial Analysis, Life Insurance, Fixed Income, 401k, Investment Management, Financial Modeling, Stocks, Estate Planning, Bonds, Relationship Management, Alternative Investments, Credit, Risk Management, IRAs, Trading, Financial Markets, Capital Markets, Wealth, FINRA, Loans, Pensions, Management, Mortgage Lending, Financial Risk, Options, Wealth Management...
Education
Kaplan university 2012 — 2012
CFP Course, Finance, General
Nicholls State University 1994 — 1996
Finance, General
Merrill Edge November 2012 - Present
Merrill Edge July 2011 - November 2012
Merrill Lynch August 2009 - November 2011
Skills
Series 7, Series 66, Life & Health Insurance..., Variable Annuities..., Retirement Planning, Retirement, Wealth Management, Investments, Finance, Portfolio Management, Financial Services, Mutual Funds, Securities, Fixed Annuities, Banking, Equities, Financial Planning, Asset Management, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Insurance, Financial Analysis, Life Insurance, Fixed Income, 401k, Investment Management, Financial Modeling, Stocks, Estate Planning, Bonds, Relationship Management, Alternative Investments, Credit, Risk Management, IRAs, Trading, Financial Markets, Capital Markets, Wealth, FINRA, Loans, Pensions, Management, Mortgage Lending, Financial Risk, Options, Wealth Management...
Education
Kaplan university 2012 — 2012
CFP Course, Finance, General
Nicholls State University 1994 — 1996
Finance, General
Tatiana Novozhilova,CFP®,CRPC Tatiana Novozhilova,CFP®,CRPC's Merrill Edge Experience January 2012 - August 2014
Job Financial Consultant at TIAACREF
Industry Investment Management
Experience
TIAA-CREF September 2014 - Present
Merrill Edge January 2012 - August 2014
JPMorgan Chase March 2007 - February 2012
Skills
Teaching, Banking, Investments, Series 7, Retirement Planning, Mutual Funds, Investment Advisory, Uniform Combined State..., Asset Allocation, Securities, Retirement, CRPC, Finance, Series 63, FINRA, Wealth Management, Financial Planning
Education
Fairleigh Dickinson University-Florham Campus 2007 — 2008
Certified Financial Planner Program Certification, Financial Planning
Moscow Pedagogical State University 1996 — 2001
Master's degree, Elementary Education and Teaching
TIAA-CREF September 2014 - Present
Merrill Edge January 2012 - August 2014
JPMorgan Chase March 2007 - February 2012
Skills
Teaching, Banking, Investments, Series 7, Retirement Planning, Mutual Funds, Investment Advisory, Uniform Combined State..., Asset Allocation, Securities, Retirement, CRPC, Finance, Series 63, FINRA, Wealth Management, Financial Planning
Education
Fairleigh Dickinson University-Florham Campus 2007 — 2008
Certified Financial Planner Program Certification, Financial Planning
Moscow Pedagogical State University 1996 — 2001
Master's degree, Elementary Education and Teaching
Chase Ramsey Chase Ramsey's Merrill Edge Experience August 2013 - October 2013
Job Financial Representative at Ramsey Financial Services
Industry Financial Services
Experience
Ramsey Financial Services November 2013 - Present
Merrill Edge August 2013 - October 2013
Hancock/McDonough ROE #26 August 2012 - May 2013
Candidate for U.S. Congress October 2011 - February 2012
Candidate for IL Lt. Governor April 2010 - September 2010
Incredible Events by 62 Sports Group February 2008 - May 2008
Skills
Sales, Customer Service, Leadership, Management, Customer Satisfaction, Call Centers, Teamwork, Time Management, Social Networking, Fundraising, Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Public Speaking, Event Planning, Social Media
Education
Southern Illinois University, Edwardsville 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ramsey Financial Services November 2013 - Present
Merrill Edge August 2013 - October 2013
Hancock/McDonough ROE #26 August 2012 - May 2013
Candidate for U.S. Congress October 2011 - February 2012
Candidate for IL Lt. Governor April 2010 - September 2010
Incredible Events by 62 Sports Group February 2008 - May 2008
Skills
Sales, Customer Service, Leadership, Management, Customer Satisfaction, Call Centers, Teamwork, Time Management, Social Networking, Fundraising, Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Public Speaking, Event Planning, Social Media
Education
Southern Illinois University, Edwardsville 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nick Binder Nick Binder's Merrill Edge Experience August 2012 - Present
Job Officer; Trade Elevation Licensed 9/10: Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Edge August 2012 - Present
Merrill Lynch October 2011 - July 2012
Habitat for Humanity May 2010 - August 2010
Habitat for Humanity March 2010 - May 2010
Arc of Multnomah/Clackamas August 2009 - May 2010
Skills
Finance, Statistics, Spanish, Customer Service, Negotiation, Conflict Management, Machinery, Sales, Time Management, New Business Development, Data Analysis, Analysis, Business Planning, Investments, Financial Services, Management, Leadership, Marketing, Microsoft Office, Public Speaking, Strategic Planning
Education
Willamette University MBA 2009 — 2011
Master of Business Administration, May 2011
University of Washington 2008 — 2009
Foreign Language
Montana State University-Bozeman 2005 — 2009
Bachelor of Science, Economics
Merrill Lynch April 2013 - Present
Merrill Edge August 2012 - Present
Merrill Lynch October 2011 - July 2012
Habitat for Humanity May 2010 - August 2010
Habitat for Humanity March 2010 - May 2010
Arc of Multnomah/Clackamas August 2009 - May 2010
Skills
Finance, Statistics, Spanish, Customer Service, Negotiation, Conflict Management, Machinery, Sales, Time Management, New Business Development, Data Analysis, Analysis, Business Planning, Investments, Financial Services, Management, Leadership, Marketing, Microsoft Office, Public Speaking, Strategic Planning
Education
Willamette University MBA 2009 — 2011
Master of Business Administration, May 2011
University of Washington 2008 — 2009
Foreign Language
Montana State University-Bozeman 2005 — 2009
Bachelor of Science, Economics
Nathan Flom, MBA Nathan Flom, MBA's Merrill Edge Experience 2013 - 2014
Job Business Analyst Professional
Industry Education Management
Experience
UnitedHealth Group 2015 - Present
Regency 2014 - 2015
Merrill Edge 2013 - 2014
University of Phoenix March 2010 - October 2012
University of Phoenix September 2003 - March 2010
University of Phoenix July 2002 - September 2003
H&R Block January 2000 - April 2002
Skills
Business Analysis, Business Analytics, Call Center Management, Process Improvement, Finance, Managerial Finance, Staff Development, Analysis, Training, Leadership, Accounting, VBA, Series 7, Uniform Combined State..., Strategy, Coaching, Management, Data Analysis, Leadership Development, Time Management, Series 66, Financial Analysis, Public Speaking, Accounts Receivable, Strategic Financial..., Analytics, Team Leadership, CRM, Microsoft Excel, Critical Thinking, Risk Management, SQL, Student Financial Aid, Admissions
Education
University of Phoenix
Master of Business Administration
North Dakota State University 1997 — 2002
Bachelor of Accountancy
BOLD High School 1993 — 1997
High School
UnitedHealth Group 2015 - Present
Regency 2014 - 2015
Merrill Edge 2013 - 2014
University of Phoenix March 2010 - October 2012
University of Phoenix September 2003 - March 2010
University of Phoenix July 2002 - September 2003
H&R Block January 2000 - April 2002
Skills
Business Analysis, Business Analytics, Call Center Management, Process Improvement, Finance, Managerial Finance, Staff Development, Analysis, Training, Leadership, Accounting, VBA, Series 7, Uniform Combined State..., Strategy, Coaching, Management, Data Analysis, Leadership Development, Time Management, Series 66, Financial Analysis, Public Speaking, Accounts Receivable, Strategic Financial..., Analytics, Team Leadership, CRM, Microsoft Excel, Critical Thinking, Risk Management, SQL, Student Financial Aid, Admissions
Education
University of Phoenix
Master of Business Administration
North Dakota State University 1997 — 2002
Bachelor of Accountancy
BOLD High School 1993 — 1997
High School
Safraz Jehaludi Safraz Jehaludi's Merrill Edge Experience January 2015 - Present
Job IT & Management Consultant
Industry Information Technology and Services
Experience
Uber April 2015 - Present
Merrill Edge January 2015 - Present
Direct Technology Group September 2010 - October 2014
World NetMedia, LLC April 2009 - May 2010
Langenscheidt Publishing Group August 2008 - December 2008
Hostway Corporation July 2007 - November 2007
Hostway Corporation January 2007 - June 2007
Hostway Corporation March 2006 - June 2007
Hostway Corporation August 2006 - December 2006
Hostway Corporation March 2006 - July 2006
Skills
Information Security, IT Asset Management, IT Procurement, Research, CSS, Editing, Crystal Reports, Digital Media, Technical Translation, Employee Training, Windows 8.1, Proofreading, English, Mobile Technology, Forecasting, Interpreting, HTML5, Inventory Management, Photoshop, JavaScript, Visual Studio, Localization, Teaching, OS X, QuickBooks, RFQ, iOS, Six Sigma, Spanish, Leadership, Management, Microsoft Office, Social Media, Account Management, Customer Relations, Customer Service, Project Management, Technology Needs..., CRM, Information Technology, Technical Support, E-commerce, Systems Analysis, Cloud Computing, Quality Assurance, Computer Forensics, SDLC, Technology Integration, Technology Management, Troubleshooting
Education
Palm Beach State College 2011 — 2014
Bachelor’s Degree, Information Systems Management, 3.4 GPA
Uber April 2015 - Present
Merrill Edge January 2015 - Present
Direct Technology Group September 2010 - October 2014
World NetMedia, LLC April 2009 - May 2010
Langenscheidt Publishing Group August 2008 - December 2008
Hostway Corporation July 2007 - November 2007
Hostway Corporation January 2007 - June 2007
Hostway Corporation March 2006 - June 2007
Hostway Corporation August 2006 - December 2006
Hostway Corporation March 2006 - July 2006
Skills
Information Security, IT Asset Management, IT Procurement, Research, CSS, Editing, Crystal Reports, Digital Media, Technical Translation, Employee Training, Windows 8.1, Proofreading, English, Mobile Technology, Forecasting, Interpreting, HTML5, Inventory Management, Photoshop, JavaScript, Visual Studio, Localization, Teaching, OS X, QuickBooks, RFQ, iOS, Six Sigma, Spanish, Leadership, Management, Microsoft Office, Social Media, Account Management, Customer Relations, Customer Service, Project Management, Technology Needs..., CRM, Information Technology, Technical Support, E-commerce, Systems Analysis, Cloud Computing, Quality Assurance, Computer Forensics, SDLC, Technology Integration, Technology Management, Troubleshooting
Education
Palm Beach State College 2011 — 2014
Bachelor’s Degree, Information Systems Management, 3.4 GPA
Jordan Litz Jordan Litz's Merrill Edge Experience February 2012 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge February 2012 - Present
PNC Investments February 2007 - February 2012
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Securities, Retirement, Financial Advisory, Investment Advisory, Fixed Annuities, 401k, Investment Strategies
Education
Moravian College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Merrill Edge February 2012 - Present
PNC Investments February 2007 - February 2012
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Securities, Retirement, Financial Advisory, Investment Advisory, Fixed Annuities, 401k, Investment Strategies
Education
Moravian College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Christina Farinhas Christina Farinhas's Merrill Edge Experience April 2013 - Present
Job Bank of America
Industry Banking
Experience
Merrill Edge April 2013 - Present
Bank of America January 2009 - Present
Bank of America January 2007 - December 2008
Bank of America December 2005 - January 2007
Bank of America June 2004 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Negotiation, Editing, Banking, Credit, Leadership, Team Leadership, Time Management, Risk Management, Sales, Team Building, Management, Teamwork, Coaching, Training, Project Management, Spanish, Branch Management, Leadership Development, Event Planning, Deposits, Recruiting, Mortgage Banking, Lines Of Credit, Small Business Lending, Retail Banking, Loans, Consumer Lending, Relationship Management, Credit Analysis, Credit Cards, Cross Selling, Credit Risk
Education
Montclair State University 1998 — 2002
Union High School 1994 — 1998
Merrill Edge April 2013 - Present
Bank of America January 2009 - Present
Bank of America January 2007 - December 2008
Bank of America December 2005 - January 2007
Bank of America June 2004 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Negotiation, Editing, Banking, Credit, Leadership, Team Leadership, Time Management, Risk Management, Sales, Team Building, Management, Teamwork, Coaching, Training, Project Management, Spanish, Branch Management, Leadership Development, Event Planning, Deposits, Recruiting, Mortgage Banking, Lines Of Credit, Small Business Lending, Retail Banking, Loans, Consumer Lending, Relationship Management, Credit Analysis, Credit Cards, Cross Selling, Credit Risk
Education
Montclair State University 1998 — 2002
Union High School 1994 — 1998
Louis D. Orazio, II Louis D. Orazio, II's Merrill Edge Experience October 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
AXA Advisors January 2014 - September 2014
IBM Global Business Services March 2013 - December 2013
IBM Global Business Services January 2012 - February 2013
IBM Global Business Services October 2010 - December 2011
IBM Global Business Services August 2009 - September 2010
PwC June 2008 - August 2008
Provident Bank May 2007 - August 2007
Skills
Business Analysis, Financial Analysis, Financial Modeling, Instructional Design, Analysis, Leadership, Strategy, SAP, Visio, Business Process, Training, Finance, Management, Budgets, Risk Management, Investments
Education
Penn State University 2005 — 2009
Bachelor's of Science, Finance, 3.83/4.0
Merrill Edge October 2014 - Present
AXA Advisors January 2014 - September 2014
IBM Global Business Services March 2013 - December 2013
IBM Global Business Services January 2012 - February 2013
IBM Global Business Services October 2010 - December 2011
IBM Global Business Services August 2009 - September 2010
PwC June 2008 - August 2008
Provident Bank May 2007 - August 2007
Skills
Business Analysis, Financial Analysis, Financial Modeling, Instructional Design, Analysis, Leadership, Strategy, SAP, Visio, Business Process, Training, Finance, Management, Budgets, Risk Management, Investments
Education
Penn State University 2005 — 2009
Bachelor's of Science, Finance, 3.83/4.0
Evan Bigler, CFP®'s Merrill Edge Experience August 2011 - March 2014
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments March 2014 - January 2015
Merrill Edge August 2011 - March 2014
ING Financial Partners May 2010 - August 2011
Education
Saint Joseph's University 2008 — 2010
Bachelor of Science (BS), Finance, General
New Jersey Institute of Technology 2006 — 2007
Fidelity Investments January 2015 - Present
Fidelity Investments March 2014 - January 2015
Merrill Edge August 2011 - March 2014
ING Financial Partners May 2010 - August 2011
Education
Saint Joseph's University 2008 — 2010
Bachelor of Science (BS), Finance, General
New Jersey Institute of Technology 2006 — 2007
Brenden Hellyer Brenden Hellyer's Merrill Edge Experience March 2012 - Present
Job Financial Solutions Advisor with Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2012 - Present
Weichert Realtors July 2009 - March 2013
Calvary Mercer County June 2011 - December 2011
Skills
Customer Service, Financial Advisory, Bookkeeping, Real Estate, Sales
Education
Rider University 2007 — 2011
Bachelor of Science, Finance & Entrepreneurial Studies
Merrill Edge March 2012 - Present
Weichert Realtors July 2009 - March 2013
Calvary Mercer County June 2011 - December 2011
Skills
Customer Service, Financial Advisory, Bookkeeping, Real Estate, Sales
Education
Rider University 2007 — 2011
Bachelor of Science, Finance & Entrepreneurial Studies
Darwin Noel Darwin Noel's Merrill Edge Experience April 2014 - Present
Job Financial Solutions Advisor, Merrill Edge
Industry Banking
Experience
Merrill Edge April 2014 - Present
Automatic Data Processing Insurance Agency, Inc. May 2012 - March 2014
Merrill Lynch November 2011 - May 2012
Bank of America June 2010 - January 2012
Essex County Prosecutor's Office June 2010 - August 2010
Skills
Finance, Investments, Financial Services, Sales, Management, Risk Management, Credit, Negotiation, Banking, Series 7, Strategy, Wealth Management, Loans, Customer Service, Cold Calling, Portfolio Management, CRM, Small Business, Analysis, Relationship Management, Financial Analysis, Leadership, Performance Management, Retail Banking, Strategic Financial..., Coaching, Time Management, Fixed Income, Sales Management, Mortgage Lending, Employee Benefits, Mutual Funds, Business Development, General Securities..., Account Management, Program Management, Retirement Planning, 401k, Salesforce.com, Sales Process, Asset Management, Building Relationships, Uniform Combined State..., Financial Advisory, Financial Modeling, Investment Strategies, Equities, Consumer Lending, Stocks, Financial Planning
Education
Montclair State University 2008 — 2011
BA, Political Science
Bloomfield High School 2000 — 2004
Merrill Edge April 2014 - Present
Automatic Data Processing Insurance Agency, Inc. May 2012 - March 2014
Merrill Lynch November 2011 - May 2012
Bank of America June 2010 - January 2012
Essex County Prosecutor's Office June 2010 - August 2010
Skills
Finance, Investments, Financial Services, Sales, Management, Risk Management, Credit, Negotiation, Banking, Series 7, Strategy, Wealth Management, Loans, Customer Service, Cold Calling, Portfolio Management, CRM, Small Business, Analysis, Relationship Management, Financial Analysis, Leadership, Performance Management, Retail Banking, Strategic Financial..., Coaching, Time Management, Fixed Income, Sales Management, Mortgage Lending, Employee Benefits, Mutual Funds, Business Development, General Securities..., Account Management, Program Management, Retirement Planning, 401k, Salesforce.com, Sales Process, Asset Management, Building Relationships, Uniform Combined State..., Financial Advisory, Financial Modeling, Investment Strategies, Equities, Consumer Lending, Stocks, Financial Planning
Education
Montclair State University 2008 — 2011
BA, Political Science
Bloomfield High School 2000 — 2004
David Vaughan David Vaughan's Merrill Edge Experience July 2013 - Present
Job Sr. Operations Representative at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2013 - Present
Service Corporation International March 2013 - June 2013
Sage Software 2011 - 2012
Insight January 2006 - September 2011
Insight January 2002 - December 2006
Insight August 1997 - December 2001
MicroAge January 1994 - July 1997
ComputerLand April 1984 - December 1993
Skills
B2B Marketing, Integration, Supplier Negotiation, Vendor Relationships, Sales Operations, Program Management, Sales Management, Business Development, Competitive Analysis, Strategic Partnerships, Product Marketing, Leadership, Management, New Business Development, Product Management, Pricing, Solution Selling, Enterprise Software, Marketing, Sales, Strategy, B2B, Partner Management, Account Management, Sales Process, Cross-functional Team..., Professional Services, E-commerce, Sales Enablement, Negotiation, Selling, SaaS, Salesforce.com, Direct Sales, Channel Partners, CRM, Cloud Computing, Lead Generation, Go-to-market Strategy, Demand Generation, Managed Services, Sales Presentations
Education
Sonoma State University
Business Management
Sonoma State University
Business Administration and Management, General
Merrill Edge July 2013 - Present
Service Corporation International March 2013 - June 2013
Sage Software 2011 - 2012
Insight January 2006 - September 2011
Insight January 2002 - December 2006
Insight August 1997 - December 2001
MicroAge January 1994 - July 1997
ComputerLand April 1984 - December 1993
Skills
B2B Marketing, Integration, Supplier Negotiation, Vendor Relationships, Sales Operations, Program Management, Sales Management, Business Development, Competitive Analysis, Strategic Partnerships, Product Marketing, Leadership, Management, New Business Development, Product Management, Pricing, Solution Selling, Enterprise Software, Marketing, Sales, Strategy, B2B, Partner Management, Account Management, Sales Process, Cross-functional Team..., Professional Services, E-commerce, Sales Enablement, Negotiation, Selling, SaaS, Salesforce.com, Direct Sales, Channel Partners, CRM, Cloud Computing, Lead Generation, Go-to-market Strategy, Demand Generation, Managed Services, Sales Presentations
Education
Sonoma State University
Business Management
Sonoma State University
Business Administration and Management, General
![Rob Patterson [LION]](https://cdn.bearsofficialsstore.com/li/webp/79597422.webp)
Rob Patterson [LION] Rob Patterson [LION]'s Merrill Edge Experience March 2014 - May 2014
Job Unrestricted Free Agent
Industry Financial Services
Experience
Merrill Edge March 2014 - May 2014
WageWorks December 2012 - November 2013
Merrill Lynch December 2011 - April 2012
Vanguard November 2007 - May 2010
Vanguard February 2003 - November 2007
Vanguard June 1998 - February 2003
Vanguard June 1997 - June 1998
The Antigua Group, Inc. 1984 - 1990
Skills
Account Reconciliation, CRM, Time Management, Business Development, Portfolio Management, Financial Services, Call Center, Securities, Fixed Annuities, Process Improvement, Mutual Funds, FINRA, Retirement, Employee Benefits, Asset Allocation, Series 6, Vendor Management, Customer Satisfaction, Series 63, Team Building, Loans, Team Leadership, Retirement Planning, Coaching, Benefits Administration, Problem Management, Mentoring, Leadership, ETFs, 401k, Strategic Financial..., Investments, Wealth Management, Relationship Management, Interviews, Insurance, Series 7, Risk Management, Management, Training, Financial Advisory, Health Insurance, Access, Recruiting, Financial Analysis, Applicant Tracking..., Call Centers
Education
Scottsdale Community College 1984 — 1994
Associate of Arts
Arcadia High School 1982 — 1984
Diploma
Merrill Edge March 2014 - May 2014
WageWorks December 2012 - November 2013
Merrill Lynch December 2011 - April 2012
Vanguard November 2007 - May 2010
Vanguard February 2003 - November 2007
Vanguard June 1998 - February 2003
Vanguard June 1997 - June 1998
The Antigua Group, Inc. 1984 - 1990
Skills
Account Reconciliation, CRM, Time Management, Business Development, Portfolio Management, Financial Services, Call Center, Securities, Fixed Annuities, Process Improvement, Mutual Funds, FINRA, Retirement, Employee Benefits, Asset Allocation, Series 6, Vendor Management, Customer Satisfaction, Series 63, Team Building, Loans, Team Leadership, Retirement Planning, Coaching, Benefits Administration, Problem Management, Mentoring, Leadership, ETFs, 401k, Strategic Financial..., Investments, Wealth Management, Relationship Management, Interviews, Insurance, Series 7, Risk Management, Management, Training, Financial Advisory, Health Insurance, Access, Recruiting, Financial Analysis, Applicant Tracking..., Call Centers
Education
Scottsdale Community College 1984 — 1994
Associate of Arts
Arcadia High School 1982 — 1984
Diploma
Jason Purdy, MBA's Merrill Edge Experience February 2015 - Present
Job
Industry Financial Services
Experience
Merrill Edge February 2015 - Present
Skills
Marketing, Microsoft Excel, Real Estate, Customer Service, Series 7, Microsoft Office, Team Leadership, Series 63, Inventory Management, SAP, Account Management, Microsoft Word, series 66, Financial Analysis, Leadership, Uniform Combined State...
Education
University of West Florida - College of Business 2008 — 2009
MBA, Master of Business Administration
Ouachita Baptist University 2004 — 2008
BA, Finance, Management
Merrill Edge February 2015 - Present
Skills
Marketing, Microsoft Excel, Real Estate, Customer Service, Series 7, Microsoft Office, Team Leadership, Series 63, Inventory Management, SAP, Account Management, Microsoft Word, series 66, Financial Analysis, Leadership, Uniform Combined State...
Education
University of West Florida - College of Business 2008 — 2009
MBA, Master of Business Administration
Ouachita Baptist University 2004 — 2008
BA, Finance, Management
Ana Gosliga Ana Gosliga's Merrill Edge Experience February 2012 - Present
Job VP, eCommerce Channel Manager at Merrill Edge
Industry Marketing and Advertising
Experience
Merrill Edge February 2012 - Present
HP Financial Services June 2010 - February 2012
Toyota Motor Engineering & Manufacturing North America, Inc. December 2008 - May 2009
Skills
Fluent Spanish, Microsoft Office, FTP, Databases, Basic HTML, Teamwork, After Effects, Adobe Premiere, Adobe Captivate, Creative Problem Solving, Process Improvement, Video Editing, Social Media, Market Research, Event Planning, Digital Strategy, SEO, Project Management, Marketing Communications, E-commerce, Marketing, Management, Social Media Marketing, Analytics, Strategy, Strategic Planning, Sales Management, Marketing Strategy, Competitive Analysis
Education
Rochester Institute of Technology 2006 — 2010
BS, International Business, Marketing
Merrill Edge February 2012 - Present
HP Financial Services June 2010 - February 2012
Toyota Motor Engineering & Manufacturing North America, Inc. December 2008 - May 2009
Skills
Fluent Spanish, Microsoft Office, FTP, Databases, Basic HTML, Teamwork, After Effects, Adobe Premiere, Adobe Captivate, Creative Problem Solving, Process Improvement, Video Editing, Social Media, Market Research, Event Planning, Digital Strategy, SEO, Project Management, Marketing Communications, E-commerce, Marketing, Management, Social Media Marketing, Analytics, Strategy, Strategic Planning, Sales Management, Marketing Strategy, Competitive Analysis
Education
Rochester Institute of Technology 2006 — 2010
BS, International Business, Marketing
Nelson Hernandez Nelson Hernandez's Merrill Edge Experience April 2013 - Present
Job Investment Specialist I at Merrill Edge
Industry Business Supplies and Equipment
Experience
Merrill Edge April 2013 - Present
CopyFax October 2011 - January 2013
Fastenal February 2010 - June 2010
Publix May 2008 - August 2008
Skills
Microsoft Office,..., Speaks Spanish Fluently, Marketing Strategy, Corporate Finance, Product Marketing, Productivity Enhancement, Business Analysis, Microsoft Excel, Spanish, Access
Education
University of North Florida - College of Business Administration 2007 — 2011
Bachelor of Business Administration, Finance, Marketing, and minor in Philosophy, 3.83
Robert Morgan Educational Center 2003 — 2007
High School Dipolma, International Business
Merrill Edge April 2013 - Present
CopyFax October 2011 - January 2013
Fastenal February 2010 - June 2010
Publix May 2008 - August 2008
Skills
Microsoft Office,..., Speaks Spanish Fluently, Marketing Strategy, Corporate Finance, Product Marketing, Productivity Enhancement, Business Analysis, Microsoft Excel, Spanish, Access
Education
University of North Florida - College of Business Administration 2007 — 2011
Bachelor of Business Administration, Finance, Marketing, and minor in Philosophy, 3.83
Robert Morgan Educational Center 2003 — 2007
High School Dipolma, International Business
Paul Rambo Paul Rambo's Merrill Edge Experience October 2014 - Present
Job Distribution Specialist at Merrill Edge
Industry Accounting
Experience
Merrill Edge October 2014 - Present
Vector Marketing May 2011 - July 2011
Skills
Microsoft Office, Collaborative Leadership, Collaborative Problem...
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Accounting
Merrill Edge October 2014 - Present
Vector Marketing May 2011 - July 2011
Skills
Microsoft Office, Collaborative Leadership, Collaborative Problem...
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Accounting
Garrett Haney's Merrill Edge Experience June 2014 - Present
Job Financial Solutions Consultant at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2014 - Present
Ellington & Associates January 2013 - April 2014
Ellington & Associates May 2010 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Insurance, Social Media, Research, Public Speaking, Data Analysis, Financial Analysis, Marketing, Outlook, Event Planning, Project Management, SQL, Business Analysis, Analysis, Risk Management, English, Sales
Education
North Carolina State University 2008 — 2012
Agricultural Business Management
Merrill Edge June 2014 - Present
Ellington & Associates January 2013 - April 2014
Ellington & Associates May 2010 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Insurance, Social Media, Research, Public Speaking, Data Analysis, Financial Analysis, Marketing, Outlook, Event Planning, Project Management, SQL, Business Analysis, Analysis, Risk Management, English, Sales
Education
North Carolina State University 2008 — 2012
Agricultural Business Management
Michael Mema's Merrill Edge Experience October 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
Mema Home Improvements Inc. March 2004 - September 2014
Northwestern Mutual May 2013 - July 2013
Skills
Mutual Funds, Asset Allocation, ETFs, Investments, Investment Strategies, Series 7, Series 66, Microsoft Excel, Time Management, Leadership, Finance, Financial Analysis, Team Leadership, Outlook, PowerPoint
Education
Monmouth University 2010 — 2014
Bachelor of Science (BS), Finance
Monsignor Farrell High School 2006 — 2010
Merrill Edge October 2014 - Present
Mema Home Improvements Inc. March 2004 - September 2014
Northwestern Mutual May 2013 - July 2013
Skills
Mutual Funds, Asset Allocation, ETFs, Investments, Investment Strategies, Series 7, Series 66, Microsoft Excel, Time Management, Leadership, Finance, Financial Analysis, Team Leadership, Outlook, PowerPoint
Education
Monmouth University 2010 — 2014
Bachelor of Science (BS), Finance
Monsignor Farrell High School 2006 — 2010
Hugh Johnson's Merrill Edge Experience September 2013 - July 2014
Job Investment Consultant
Industry Financial Services
Experience
Scottrade July 2014 - Present
Merrill Edge September 2013 - July 2014
Fidelity Investments October 2011 - August 2013
Hugh Johnson Financial January 2011 - September 2011
TD Ameritrade March 2007 - January 2011
American Express Financial Advisors May 2004 - June 2005
American Municipal Securities March 2003 - January 2004
Skills
Series 7, Series 63, Series 65, Life Insurance, Equities, Uniform Combined State..., Portfolio Management, Financial Advisory, Fixed Income, Bonds, ETFs, Finance
Education
Penn State University 2014 — 2016
Finance and Financial Management Services
University of Arkansas at Little Rock 2000 — 2002
Finance, General
Scottrade July 2014 - Present
Merrill Edge September 2013 - July 2014
Fidelity Investments October 2011 - August 2013
Hugh Johnson Financial January 2011 - September 2011
TD Ameritrade March 2007 - January 2011
American Express Financial Advisors May 2004 - June 2005
American Municipal Securities March 2003 - January 2004
Skills
Series 7, Series 63, Series 65, Life Insurance, Equities, Uniform Combined State..., Portfolio Management, Financial Advisory, Fixed Income, Bonds, ETFs, Finance
Education
Penn State University 2014 — 2016
Finance and Financial Management Services
University of Arkansas at Little Rock 2000 — 2002
Finance, General
Kemal Askia Kemal Askia's Merrill Edge Experience August 2011 - Present
Job Financial Solutions Advisor Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2011 - Present
The Askia Group July 2007 - Present
Talk Fusion Video Marketing Services February 2011 - August 2011
Pre-Paid Legal Services, Inc. November 2010 - August 2011
Farmers Insurance August 2010 - May 2011
Citibank (Banamex USA) 2002 - 2007
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
Merrill Edge August 2011 - Present
The Askia Group July 2007 - Present
Talk Fusion Video Marketing Services February 2011 - August 2011
Pre-Paid Legal Services, Inc. November 2010 - August 2011
Farmers Insurance August 2010 - May 2011
Citibank (Banamex USA) 2002 - 2007
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
Paul Vienick Paul Vienick's Merrill Edge Experience December 2010 - Present
Job Managing Director at Merrill Lynch/Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2010 - Present
E*TRADE Financial January 2003 - January 2011
TD Waterhouse August 1992 - January 2003
Education
State University of New York College at Oswego 1987 — 1991
BS, Accounting
Merrill Edge December 2010 - Present
E*TRADE Financial January 2003 - January 2011
TD Waterhouse August 1992 - January 2003
Education
State University of New York College at Oswego 1987 — 1991
BS, Accounting
Eric Tighe Eric Tighe's Merrill Edge Experience March 2013 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2013 - Present
ATEL Securities October 2011 - February 2013
Franklin Templeton Investments May 2006 - February 2009
TD Waterhouse April 1999 - February 2006
Skills
Microsoft Office, CRM software, ADP, Equities, Bonds, Marketing, Sales, Database Administration, Investments, Securities, Financial Advisory, Series 7, Portfolio Management, Business Development, CRM, Mutual Funds, ADP Payroll, Asset Management, Management, Finance, Asset Allocation, Tactical Asset...
Education
San Diego State University-California State University 1992 — 1995
BS, Finance
Merrill Edge March 2013 - Present
ATEL Securities October 2011 - February 2013
Franklin Templeton Investments May 2006 - February 2009
TD Waterhouse April 1999 - February 2006
Skills
Microsoft Office, CRM software, ADP, Equities, Bonds, Marketing, Sales, Database Administration, Investments, Securities, Financial Advisory, Series 7, Portfolio Management, Business Development, CRM, Mutual Funds, ADP Payroll, Asset Management, Management, Finance, Asset Allocation, Tactical Asset...
Education
San Diego State University-California State University 1992 — 1995
BS, Finance
Bobby Chung Bobby Chung's Merrill Edge Experience January 2011 - August 2013
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2015 - Present
PNC August 2013 - April 2015
Merrill Edge January 2011 - August 2013
OPUS Trading Fund November 2009 - January 2011
Madison Trading March 2007 - November 2009
Skills
Series 7, Series 66, Investments, Life Insurance, Health Insurance, Variable Life, Variable Products, Credit, Banking, Financial Services, Portfolio Management, Wealth Management, Financial Analysis, Financial Planning, Retirement Planning, Risk Management, Asset Allocation, Mutual Funds, Equities, Insurance, Asset Management, Finance, Management
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor's Degree, Business/Managerial Economics, Philosophy, Sociology
TD Ameritrade May 2015 - Present
PNC August 2013 - April 2015
Merrill Edge January 2011 - August 2013
OPUS Trading Fund November 2009 - January 2011
Madison Trading March 2007 - November 2009
Skills
Series 7, Series 66, Investments, Life Insurance, Health Insurance, Variable Life, Variable Products, Credit, Banking, Financial Services, Portfolio Management, Wealth Management, Financial Analysis, Financial Planning, Retirement Planning, Risk Management, Asset Allocation, Mutual Funds, Equities, Insurance, Asset Management, Finance, Management
Education
State University of New York College at Geneseo 2001 — 2005
Bachelor's Degree, Business/Managerial Economics, Philosophy, Sociology
Nicholas Correia's Merrill Edge Experience April 2015 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Ironbound Soccer Club September 2011 - Present
Glassbusters May 2013 - September 2013
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2014
Bachelor of Arts (BA), Economics
Merrill Edge April 2015 - Present
Ironbound Soccer Club September 2011 - Present
Glassbusters May 2013 - September 2013
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2014
Bachelor of Arts (BA), Economics
Daniel Morris Daniel Morris's Merrill Edge Experience January 2015 - Present
Job Investment Specialist at Merrill Edge
Industry Investment Banking
Experience
Merrill Edge January 2015 - Present
CDW May 2014 - October 2014
Edward Jones August 2013 - December 2013
Verizon Wireless October 2009 - August 2013
Skills
Sales, Solution Selling, Direct Sales, Cloud Computing, Account Management, Sales Process, Sales Management, Leadership, Cisco Technologies, Series 7, Series 63, Finance, Apple, Cisco
Education
Rio Salado College 2014 — 2015
Accounting and Finance
Safford High School 2003 — 2007
High School Diploma
Merrill Edge January 2015 - Present
CDW May 2014 - October 2014
Edward Jones August 2013 - December 2013
Verizon Wireless October 2009 - August 2013
Skills
Sales, Solution Selling, Direct Sales, Cloud Computing, Account Management, Sales Process, Sales Management, Leadership, Cisco Technologies, Series 7, Series 63, Finance, Apple, Cisco
Education
Rio Salado College 2014 — 2015
Accounting and Finance
Safford High School 2003 — 2007
High School Diploma
Tyree Leonard's Merrill Edge Experience June 2014 - August 2015
Job Assistant Vice President, Supervision Principal
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Merrill Edge June 2014 - August 2015
Solvay May 2013 - June 2014
3rd Fed Bank December 2011 - May 2013
Victoria's Secret October 2012 - February 2013
The Exchange January 2008 - September 2010
Six Flags 2005 - 2007
Skills
Finance, Teamwork, Management, Microsoft Excel, Auditing, PowerPoint, SAP, Microsoft Word, Financial Analysis, Banking, Sales, Analysis, Corporate Finance, Accounting, Access, Microsoft Office, Budgets, Team Leadership, Process Improvement, Risk Management, Forecasting, SaaS, Time Management, Financial Reporting, Outlook, Customer Service, Data Analysis, Sales Management, Series 7
Education
Rider University 2009 — 2014
Bachelor's Degree, Finance & International Business, Senior
Pemberton Township H.S. 2005 — 2009
Bank of America Merrill Lynch August 2015 - Present
Merrill Edge June 2014 - August 2015
Solvay May 2013 - June 2014
3rd Fed Bank December 2011 - May 2013
Victoria's Secret October 2012 - February 2013
The Exchange January 2008 - September 2010
Six Flags 2005 - 2007
Skills
Finance, Teamwork, Management, Microsoft Excel, Auditing, PowerPoint, SAP, Microsoft Word, Financial Analysis, Banking, Sales, Analysis, Corporate Finance, Accounting, Access, Microsoft Office, Budgets, Team Leadership, Process Improvement, Risk Management, Forecasting, SaaS, Time Management, Financial Reporting, Outlook, Customer Service, Data Analysis, Sales Management, Series 7
Education
Rider University 2009 — 2014
Bachelor's Degree, Finance & International Business, Senior
Pemberton Township H.S. 2005 — 2009
Matt Wojichowski Matt Wojichowski's Merrill Edge Experience September 2015 - Present
Job Trade Elevation Team at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2015 - Present
Merrill Edge September 2014 - August 2015
Newport Pedicab May 2013 - September 2013
Shelter Harbor Golf Club July 2012 - September 2012
D'Angelo Restaurant June 2011 - September 2011
Education
Saint Anselm College 2012 — 2014
Bachelor's degree, Financial Economics, Minor in Economics
Franklin Pierce University 2010 — 2012
Accounting and Finance; English and History
Merrill Edge September 2015 - Present
Merrill Edge September 2014 - August 2015
Newport Pedicab May 2013 - September 2013
Shelter Harbor Golf Club July 2012 - September 2012
D'Angelo Restaurant June 2011 - September 2011
Education
Saint Anselm College 2012 — 2014
Bachelor's degree, Financial Economics, Minor in Economics
Franklin Pierce University 2010 — 2012
Accounting and Finance; English and History
Ben Queen's Merrill Edge Experience October 2010 - July 2012
Job Contracting Manager at Kemper
Industry Insurance
Experience
Kemper Corporation November 2014 - Present
Bank of America July 2012 - November 2014
Merrill Edge October 2010 - July 2012
Bank of America July 2009 - October 2010
Skills
Financial Services, AML, Banking, FINRA, Leadership, Securities
Education
Purdue University 1999 — 2008
Bachelor of Arts (B.A.), French
Kemper Corporation November 2014 - Present
Bank of America July 2012 - November 2014
Merrill Edge October 2010 - July 2012
Bank of America July 2009 - October 2010
Skills
Financial Services, AML, Banking, FINRA, Leadership, Securities
Education
Purdue University 1999 — 2008
Bachelor of Arts (B.A.), French
Alex Beeber Alex Beeber's Merrill Edge Experience June 2014 - Present
Job Senior Operations Representative Ownership Transition at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2014 - Present
Santander Consumer USA Inc. November 2012 - Present
Barnum Financial/MetLife August 2008 - November 2012
Radius Staffing Resources January 2008 - August 2008
Robert Half Technology December 2005 - January 2008
Intellitech, LLC November 2000 - December 2005
Skills
Account Management, Talent Acquisition, Management, Business Analysis, Project Management, Recruiting, New Business Development, Strategic Planning, Contract Negotiation, Sales Management, Sales Process, Strategic Financial..., Solution Selling, Manage Client..., Sales, CRM, Cold Calling, Leadership, Strategy
Education
Salve Regina University 1995 — 2001
BS, Information Systems
Salve Regina University 1995 — 2001
BA, Business Management
Merrill Edge June 2014 - Present
Santander Consumer USA Inc. November 2012 - Present
Barnum Financial/MetLife August 2008 - November 2012
Radius Staffing Resources January 2008 - August 2008
Robert Half Technology December 2005 - January 2008
Intellitech, LLC November 2000 - December 2005
Skills
Account Management, Talent Acquisition, Management, Business Analysis, Project Management, Recruiting, New Business Development, Strategic Planning, Contract Negotiation, Sales Management, Sales Process, Strategic Financial..., Solution Selling, Manage Client..., Sales, CRM, Cold Calling, Leadership, Strategy
Education
Salve Regina University 1995 — 2001
BS, Information Systems
Salve Regina University 1995 — 2001
BA, Business Management
Gary Grossman Gary Grossman's Merrill Edge Experience May 2014 - Present
Job Financial Solutions Advisor, CRPC
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
Gary S Grossman - Notary Services March 2012 - April 2014
Everyday's A Holiday June 2008 - February 2012
Savings Mortgage Inc. April 2001 - April 2007
Brown & Company Discount Brokerage June 1995 - April 2001
CoreStates Bank, N.A. October 1989 - June 1995
Skills
Retail, Notary Public, Certified Notary..., Mortgage Lending, Merchandising, Sales, Outlook, Account Management, Access, Store Management, Inventory Management, Retail Sales, Cashiering, Customer Service, Loans, Banking, Payroll, Customer Satisfaction
Education
Penn State University 1985 — 1989
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law, 3.53
Merrill Edge May 2014 - Present
Gary S Grossman - Notary Services March 2012 - April 2014
Everyday's A Holiday June 2008 - February 2012
Savings Mortgage Inc. April 2001 - April 2007
Brown & Company Discount Brokerage June 1995 - April 2001
CoreStates Bank, N.A. October 1989 - June 1995
Skills
Retail, Notary Public, Certified Notary..., Mortgage Lending, Merchandising, Sales, Outlook, Account Management, Access, Store Management, Inventory Management, Retail Sales, Cashiering, Customer Service, Loans, Banking, Payroll, Customer Satisfaction
Education
Penn State University 1985 — 1989
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law, 3.53
Jennifer Greenhall Jennifer Greenhall's Merrill Edge Experience November 2014 - Present
Job Audit and Control Associate at Merrill Edge
Industry Human Resources
Experience
Merrill Edge November 2014 - Present
Merrill Edge March 2013 - November 2014
Bank of America Merrill Lynch December 2011 - March 2013
Tween Brands: Justice November 2011 - February 2012
B&B Department Store May 2007 - December 2011
Aeropostale October 2009 - May 2011
Aflac May 2010 - August 2010
Skills
Customer Service, Sales, Analysis, Recruiting, Human Resources, Retail, Banking, Call Centers, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Time Management, Leadership, Training, Social Networking
Education
Rider University 2007 — 2011
Bachelor of Science, Human Resources Management
Merrill Edge November 2014 - Present
Merrill Edge March 2013 - November 2014
Bank of America Merrill Lynch December 2011 - March 2013
Tween Brands: Justice November 2011 - February 2012
B&B Department Store May 2007 - December 2011
Aeropostale October 2009 - May 2011
Aflac May 2010 - August 2010
Skills
Customer Service, Sales, Analysis, Recruiting, Human Resources, Retail, Banking, Call Centers, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Time Management, Leadership, Training, Social Networking
Education
Rider University 2007 — 2011
Bachelor of Science, Human Resources Management
Laura Zigich Laura Zigich's Merrill Edge Experience August 2014 - Present
Job BI Relationship Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Budd Van Lines March 2010 - August 2014
Budd Van Lines November 2007 - March 2010
Micro Line Inc. April 1996 - April 1997
Skills
Process Development, Client Relationship..., Social Media Marketing, Management, Corporate Relocation, Customer Service, Employee Benefits, Relocation, Competitive Analysis, Contract Negotiation, Account Management, New Business Development, Trucking, Team Building, Recruiting, CRM, Sales, Warehousing, LTL, Contract Management, Leadership, Employee Relations, Customer Satisfaction, Training, Operations Management, Project Management, Negotiation
Education
Seton Hall University 1986 — 1990
BS, Industrial Relations
Delaware Valley Regional
Delaware Valley Regional
Delaware Valley Regional
Delaware Valley Regional
Delaware Valley Regional
Merrill Edge August 2014 - Present
Budd Van Lines March 2010 - August 2014
Budd Van Lines November 2007 - March 2010
Micro Line Inc. April 1996 - April 1997
Skills
Process Development, Client Relationship..., Social Media Marketing, Management, Corporate Relocation, Customer Service, Employee Benefits, Relocation, Competitive Analysis, Contract Negotiation, Account Management, New Business Development, Trucking, Team Building, Recruiting, CRM, Sales, Warehousing, LTL, Contract Management, Leadership, Employee Relations, Customer Satisfaction, Training, Operations Management, Project Management, Negotiation
Education
Seton Hall University 1986 — 1990
BS, Industrial Relations
Delaware Valley Regional
Delaware Valley Regional
Delaware Valley Regional
Delaware Valley Regional
Delaware Valley Regional
Paul Granucci's Merrill Edge Experience March 2009 - Present
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge March 2009 - Present
Ameriprise Financial January 2009 - March 2010
Merrill Lynch August 2006 - December 2008
Bank of America 2001 - 2003
Bank of America 1997 - 2000
Bank of America 1988 - 1996
Skills
Asset Management, Asset Managment, Customer Service, Estate Planning, Finance, Financial Services, Investment Management, Banking, Asset Allocation, Investments, Mortgage Lending, Mutual Funds, Pensions, Portfolio Management, Real Estate, Retirement, Retirement Planning, Sales, Series 7, Small Business, Strategic Financial..., Wealth Management
Education
University of San Francisco - School of Management 2004 — 2005
mba, business
San Francisco State University 1985 — 1990
BS, Political Science
Merrill Edge March 2009 - Present
Ameriprise Financial January 2009 - March 2010
Merrill Lynch August 2006 - December 2008
Bank of America 2001 - 2003
Bank of America 1997 - 2000
Bank of America 1988 - 1996
Skills
Asset Management, Asset Managment, Customer Service, Estate Planning, Finance, Financial Services, Investment Management, Banking, Asset Allocation, Investments, Mortgage Lending, Mutual Funds, Pensions, Portfolio Management, Real Estate, Retirement, Retirement Planning, Sales, Series 7, Small Business, Strategic Financial..., Wealth Management
Education
University of San Francisco - School of Management 2004 — 2005
mba, business
San Francisco State University 1985 — 1990
BS, Political Science
Jeff Waldrop Jeff Waldrop's Merrill Edge Experience May 2012 - Present
Job Financial Solutions Advisor; VP at Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2012 - Present
Bank of America Merrill Lynch January 2011 - May 2012
Bank of America October 2003 - January 2011
Skills
Series 7, Investments, Securities, Estate Planning, Mutual Funds, Financial Analysis, Wealth Management, Banking, Loans, Series 66, Conducting Seminars, Finance, Retirement Planning, Financial Advisory, Financial Services, Investment Advisory, Portfolio Management, Mortgage Lending
Education
Southwestern University 2001 — 2005
Music
Merrill Edge May 2012 - Present
Bank of America Merrill Lynch January 2011 - May 2012
Bank of America October 2003 - January 2011
Skills
Series 7, Investments, Securities, Estate Planning, Mutual Funds, Financial Analysis, Wealth Management, Banking, Loans, Series 66, Conducting Seminars, Finance, Retirement Planning, Financial Advisory, Financial Services, Investment Advisory, Portfolio Management, Mortgage Lending
Education
Southwestern University 2001 — 2005
Music
Julian Romeu Julian Romeu's Merrill Edge Experience August 2011 - Present
Job Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Edge August 2011 - Present
Market Resource Partners April 2007 - August 2011
Borders Books 2006 - 2007
Skills
Salesforce.com, Direct Sales, Sales Process, Sales, Solution Selling, B2B, CRM, Marketing, Marketing Strategy
Education
Penn State University 2002 — 2006
Merrill Edge August 2011 - Present
Market Resource Partners April 2007 - August 2011
Borders Books 2006 - 2007
Skills
Salesforce.com, Direct Sales, Sales Process, Sales, Solution Selling, B2B, CRM, Marketing, Marketing Strategy
Education
Penn State University 2002 — 2006
Hadley Joseph's Merrill Edge Experience August 2014 - Present
Job Market Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Merrill Edge November 2011 - August 2014
Morgan Stanley June 2010 - July 2011
Morgan Stanley Smith Barney April 2006 - May 2010
Smith Barney 2006 - 2010
AXA Advisors December 2000 - April 2006
The MONY Group December 2000 - 2004
American Express Financial Advisors April 2000 - December 2000
General Motors Acceptance Corporation August 1999 - April 2000
US Army September 1991 - August 1999
Skills
Mutual Funds, Investments, Portfolio Management, Financial Services, Securities, Fixed Income, Series 7, Equities, Wealth Management, Finance, Risk Management, Financial Advisory, Banking, Series 63, Asset Allocation, Asset Management, Retirement Planning, Bloomberg, Securities Lending, Bonds, Mortgage Lending, Loans, Due Diligence, Competitive Analysis, Financial Risk, Financial Analysis, Insurance, Investment Advisory, Options, Series 9/10
Education
Institute of Businesss and Finance 2003 — 2005
MSFS, Masters of Financial Services
York College, CUNY 1998 — 2000
BS, Business Administration - Finance (BS)
Monroe Community College 1994 — 1996
Associates, Business Administration
Merrill Edge August 2014 - Present
Merrill Edge November 2011 - August 2014
Morgan Stanley June 2010 - July 2011
Morgan Stanley Smith Barney April 2006 - May 2010
Smith Barney 2006 - 2010
AXA Advisors December 2000 - April 2006
The MONY Group December 2000 - 2004
American Express Financial Advisors April 2000 - December 2000
General Motors Acceptance Corporation August 1999 - April 2000
US Army September 1991 - August 1999
Skills
Mutual Funds, Investments, Portfolio Management, Financial Services, Securities, Fixed Income, Series 7, Equities, Wealth Management, Finance, Risk Management, Financial Advisory, Banking, Series 63, Asset Allocation, Asset Management, Retirement Planning, Bloomberg, Securities Lending, Bonds, Mortgage Lending, Loans, Due Diligence, Competitive Analysis, Financial Risk, Financial Analysis, Insurance, Investment Advisory, Options, Series 9/10
Education
Institute of Businesss and Finance 2003 — 2005
MSFS, Masters of Financial Services
York College, CUNY 1998 — 2000
BS, Business Administration - Finance (BS)
Monroe Community College 1994 — 1996
Associates, Business Administration
Matthew Mrazik's Merrill Edge Experience June 2015 - Present
Job Financial Solutions Advisor Trainee at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
Valley Spas and Pools May 2013 - June 2015
Skills
Microsoft Office, Teamwork, Accounting, Microsoft Excel, Microsoft Word, Time Management, Financial Analysis, Customer Service, PowerPoint, Data Entry, Finance, Bookkeeping, Accounts Payable, Accounts Receivable, English, Financial Reporting, Financial Accounting, Account Reconciliation, Social Media, Event Planning, Budgets, Cash Flow, Cash Management, General Ledger, Nonprofits, Sales, Inventory Management, Retail, Windows, Marketing, Inventory Control, Leadership, series 7
Education
Monmouth University 2011 — 2015
Bachelor of Science (B.S.), Accounting
Merrill Edge June 2015 - Present
Valley Spas and Pools May 2013 - June 2015
Skills
Microsoft Office, Teamwork, Accounting, Microsoft Excel, Microsoft Word, Time Management, Financial Analysis, Customer Service, PowerPoint, Data Entry, Finance, Bookkeeping, Accounts Payable, Accounts Receivable, English, Financial Reporting, Financial Accounting, Account Reconciliation, Social Media, Event Planning, Budgets, Cash Flow, Cash Management, General Ledger, Nonprofits, Sales, Inventory Management, Retail, Windows, Marketing, Inventory Control, Leadership, series 7
Education
Monmouth University 2011 — 2015
Bachelor of Science (B.S.), Accounting
Arturo Donzella Arturo Donzella's Merrill Edge Experience August 2014 - December 2014
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
On Q Financial, Inc. January 2015 - June 2015
Merrill Edge August 2014 - December 2014
On Q Financial, Inc. April 2013 - August 2014
Quicken Loans June 2011 - June 2012
SharpShine Automobile Detailing September 2010 - June 2011
Citi Bank March 2010 - August 2010
H&R Block December 2009 - March 2010
Skills
Leadership, Management, Customer Service, Payroll, Marketing, Program Management, Credit, Banking, Financial Analysis, Investments, Strategic Financial..., FHA, VA loans, Accounting, Finance, Sales, Residential Mortgages, VA Loans
Education
Park University 2006 — 2008
Bachelors of Arts, Business Administration / Marketing
Vanguard July 2015 - Present
On Q Financial, Inc. January 2015 - June 2015
Merrill Edge August 2014 - December 2014
On Q Financial, Inc. April 2013 - August 2014
Quicken Loans June 2011 - June 2012
SharpShine Automobile Detailing September 2010 - June 2011
Citi Bank March 2010 - August 2010
H&R Block December 2009 - March 2010
Skills
Leadership, Management, Customer Service, Payroll, Marketing, Program Management, Credit, Banking, Financial Analysis, Investments, Strategic Financial..., FHA, VA loans, Accounting, Finance, Sales, Residential Mortgages, VA Loans
Education
Park University 2006 — 2008
Bachelors of Arts, Business Administration / Marketing
Conor Durkin's Merrill Edge Experience May 2014 - Present
Job Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
Coventry First, LLC November 2013 - May 2014
Coventry First, LLC August 2009 - October 2013
Golfdom November 2007 - July 2009
Philadelphia Country Club March 2003 - November 2006
Skills
Time Management, Organizational..., Customer Relations, Insurance, Golf, Microsoft Office, Customer Service, Problem Solving, Sales Management, Retail, Merchandising, Outstanding..., Competitive, Sales, Teamwork, Team Management, Athletics, Life Settlements, Series 7, Life Insurance, Microsoft Word, Series 63, Marketing, Financial Services, Organization, General Securities..., Securities, Pipeline Management, New Business Development, Contract Negotiation, Term Life Insurance, Insurance Linked..., Alternative Investments
Education
Penn State University 1999 — 2003
Recreation and Parks Management, Professional Golf Management (Business)
Merrill Edge May 2014 - Present
Coventry First, LLC November 2013 - May 2014
Coventry First, LLC August 2009 - October 2013
Golfdom November 2007 - July 2009
Philadelphia Country Club March 2003 - November 2006
Skills
Time Management, Organizational..., Customer Relations, Insurance, Golf, Microsoft Office, Customer Service, Problem Solving, Sales Management, Retail, Merchandising, Outstanding..., Competitive, Sales, Teamwork, Team Management, Athletics, Life Settlements, Series 7, Life Insurance, Microsoft Word, Series 63, Marketing, Financial Services, Organization, General Securities..., Securities, Pipeline Management, New Business Development, Contract Negotiation, Term Life Insurance, Insurance Linked..., Alternative Investments
Education
Penn State University 1999 — 2003
Recreation and Parks Management, Professional Golf Management (Business)
Anthony J. Magnier Anthony J. Magnier's Merrill Edge Experience January 2011 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2011 - Present
Morgan Stanley 2009 - Present
Banc of America Specialist, Inc. 1990 - 2009
Banc of America Securities 1990 - 2009
Skills
Equities, Series 7, Securities, Stock, Financial Planning, Insurance, Retirement Planning, Retirement, Wealth Management, Estate Planning, Wealth, Retirement Income..., Asset, Small Business, Asset Management, Financial Advisory, Economics, Mutual Funds, Personal Finance, Trading, Investments, Options, Portfolio Management, Asset Allocation, Finance, Financial Services, FINRA, Fixed Annuities, Fixed Income, Series 63, Investment Strategies, Alternative Investments, Uniform Combined State..., Bonds, ETFs, Investment Advisory, Hedge Funds
Education
Seton Hall University
Bachelor of Science
Stevens Institute of Technology
Merrill Edge January 2011 - Present
Morgan Stanley 2009 - Present
Banc of America Specialist, Inc. 1990 - 2009
Banc of America Securities 1990 - 2009
Skills
Equities, Series 7, Securities, Stock, Financial Planning, Insurance, Retirement Planning, Retirement, Wealth Management, Estate Planning, Wealth, Retirement Income..., Asset, Small Business, Asset Management, Financial Advisory, Economics, Mutual Funds, Personal Finance, Trading, Investments, Options, Portfolio Management, Asset Allocation, Finance, Financial Services, FINRA, Fixed Annuities, Fixed Income, Series 63, Investment Strategies, Alternative Investments, Uniform Combined State..., Bonds, ETFs, Investment Advisory, Hedge Funds
Education
Seton Hall University
Bachelor of Science
Stevens Institute of Technology
Rob Wiley, CFP® Rob Wiley, CFP®'s Merrill Edge Experience August 2011 - July 2013
Job Employee Benefits Sales Rep
Industry Financial Services
Experience
Sun Life Financial July 2013 - Present
Merrill Edge August 2011 - July 2013
VALIC December 2010 - July 2011
AARP Financial November 2005 - September 2010
IXIS Asset Management 1999 - 2005
Class Travel Worldwide June 1998 - July 1999
Skills
Series 7, IRAs, Health Insurance, Financial Services, Mutual Funds, Employee Benefits, Finance, Insurance, Investments, Retirement, Retirement Planning, Securities, Wealth Management, Series 63, Series 6
Education
Providence College 1994 — 1998
Bachelor of Science (BS), Marketing
Sun Life Financial July 2013 - Present
Merrill Edge August 2011 - July 2013
VALIC December 2010 - July 2011
AARP Financial November 2005 - September 2010
IXIS Asset Management 1999 - 2005
Class Travel Worldwide June 1998 - July 1999
Skills
Series 7, IRAs, Health Insurance, Financial Services, Mutual Funds, Employee Benefits, Finance, Insurance, Investments, Retirement, Retirement Planning, Securities, Wealth Management, Series 63, Series 6
Education
Providence College 1994 — 1998
Bachelor of Science (BS), Marketing
Julio Murga Julio Murga's Merrill Edge Experience March 2015 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Investment Management
Experience
Merrill Edge March 2015 - Present
Citizens Bank February 2010 - March 2015
Bank of America January 2005 - April 2009
Fleet Bank February 1995 - January 2005
Skills
Banking, Loans, Wealth Management, Credit, Commercial Banking, Retail Banking, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Lending, Mortgage Lending, Management, Series 63, Relationship Management, Portfolio Management, Series 7, Series 6, Series 66, Financial Services, Investments, Financial Planning
Education
Nichols College 1989 — 1993
Business Administration, Management
Merrill Edge March 2015 - Present
Citizens Bank February 2010 - March 2015
Bank of America January 2005 - April 2009
Fleet Bank February 1995 - January 2005
Skills
Banking, Loans, Wealth Management, Credit, Commercial Banking, Retail Banking, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Lending, Mortgage Lending, Management, Series 63, Relationship Management, Portfolio Management, Series 7, Series 6, Series 66, Financial Services, Investments, Financial Planning
Education
Nichols College 1989 — 1993
Business Administration, Management
Margaret Sanchez Margaret Sanchez's Merrill Edge Experience January 2012 - Present
Job Admin Manager with Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2012 - Present
Southwest Securities July 2010 - January 2012
Morgan Stanley Smith Barney June 2004 - November 2009
Smith Barney March 1988 - June 2004
EF Hutton September 1985 - March 1988
Skills
AML, Accounting, Accounts Payable, Analysis, Auditing, FINRA, Financial Risk, Financial Services, Human Resources, Internal Controls, Investments, Leadership, Management, Mergers & Acquisitions, Mutual Funds, Operations Management, Project Management, Risk Management, Securities, Series 63, Series 7, Team Building, Wealth Management
Education
Samford University 1982 — 1985
Bachelors, Business Administration
Merrill Edge January 2012 - Present
Southwest Securities July 2010 - January 2012
Morgan Stanley Smith Barney June 2004 - November 2009
Smith Barney March 1988 - June 2004
EF Hutton September 1985 - March 1988
Skills
AML, Accounting, Accounts Payable, Analysis, Auditing, FINRA, Financial Risk, Financial Services, Human Resources, Internal Controls, Investments, Leadership, Management, Mergers & Acquisitions, Mutual Funds, Operations Management, Project Management, Risk Management, Securities, Series 63, Series 7, Team Building, Wealth Management
Education
Samford University 1982 — 1985
Bachelors, Business Administration
Christopher Fonti Christopher Fonti's Merrill Edge Experience June 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2014 - Present
Merrill Lynch June 2013 - August 2013
Skills
Social Networking, Finance, Time Management, PowerPoint, Social Skills, College Football, Microsoft Office, Research, Organization, Facebook, Portfolio Management, Team Leadership, Financial Analysis, Investments, Data Analysis, Series 7, Teamwork, Microsoft Excel, Microsoft Word, Leadership
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor's degree, Economics
Merrill Edge June 2014 - Present
Merrill Lynch June 2013 - August 2013
Skills
Social Networking, Finance, Time Management, PowerPoint, Social Skills, College Football, Microsoft Office, Research, Organization, Facebook, Portfolio Management, Team Leadership, Financial Analysis, Investments, Data Analysis, Series 7, Teamwork, Microsoft Excel, Microsoft Word, Leadership
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor's degree, Economics
Joshua Cordeiro's Merrill Edge Experience August 2015 - Present
Job Investment Specialist at Merrill Edge
Industry Investment Management
Experience
Merrill Edge August 2015 - Present
Merrill Edge September 2014 - August 2015
Abercrombie & Fitch November 2011 - September 2014
Abercrombie & Fitch & Hollister Co. June 2010 - November 2011
Rhode Island Department of Education January 2011 - May 2011
Central Falls Public Works May 2007 - January 2009
Skills
Sales, Customer Service, Communication, Marketing, Store Management, Time Management, Microsoft Word, Microsoft Office, Social Media, PowerPoint, Client Relations, Client Services, Investments, Investment Advisory, Investment Management, Investment Strategies, Microsoft Excel, Management, Teamwork, Research, Leadership
Education
Providence College 2007 — 2011
Bachelor's Degree, Political Science & Public Administration
Merrill Edge August 2015 - Present
Merrill Edge September 2014 - August 2015
Abercrombie & Fitch November 2011 - September 2014
Abercrombie & Fitch & Hollister Co. June 2010 - November 2011
Rhode Island Department of Education January 2011 - May 2011
Central Falls Public Works May 2007 - January 2009
Skills
Sales, Customer Service, Communication, Marketing, Store Management, Time Management, Microsoft Word, Microsoft Office, Social Media, PowerPoint, Client Relations, Client Services, Investments, Investment Advisory, Investment Management, Investment Strategies, Microsoft Excel, Management, Teamwork, Research, Leadership
Education
Providence College 2007 — 2011
Bachelor's Degree, Political Science & Public Administration
Christopher Cirri Christopher Cirri's Merrill Edge Experience June 2015 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word
Education
Rutgers University-New Brunswick 2011 — 2015
Bachelor of Science (B.S.), Economics
Merrill Edge June 2015 - Present
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word
Education
Rutgers University-New Brunswick 2011 — 2015
Bachelor of Science (B.S.), Economics
Marc Nakdai's Merrill Edge Experience May 2011 - November 2012
Job MBA
Industry Financial Services
Experience
Merrill Edge May 2011 - November 2012
Morgan Stanley May 2008 - May 2011
Reproduction Services Inc May 2006 - May 2008
Thomson Reuters July 2004 - May 2006
Skills
Series 7, Investor Relations, Wealth Management, Equities, Investments, Mutual Funds, Fixed Income, Asset Managment, Uniform Combined State..., Asset Allocation, Retirement Planning, Strategic Financial..., Portfolio Management, Technical Analysis, Financial Services, Banking, ETFs, Bonds, Financial Advisory, Retirement, Securities, Alternative Investments, FINRA, Options, Hedge Funds, Bloomberg, Investment Strategies, Series 24, IRAs, Relationship Management, Cash Management, Loans, Separately Managed..., Commercial Banking, 401k, Sales, Capital Markets, Finance, Investment Advisory, Investment Management, Financial Markets, Trading, Equity Trading, Derivatives, Financial Modeling, Valuation, Mortgage Lending, Private Banking, Credit, Equity Derivatives
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Business Administration (M.B.A.), M.B.A in Financial Management, 3.56
State University of New York at Oswego 1997 — 2001
B.S., Business Administration
Merrill Edge May 2011 - November 2012
Morgan Stanley May 2008 - May 2011
Reproduction Services Inc May 2006 - May 2008
Thomson Reuters July 2004 - May 2006
Skills
Series 7, Investor Relations, Wealth Management, Equities, Investments, Mutual Funds, Fixed Income, Asset Managment, Uniform Combined State..., Asset Allocation, Retirement Planning, Strategic Financial..., Portfolio Management, Technical Analysis, Financial Services, Banking, ETFs, Bonds, Financial Advisory, Retirement, Securities, Alternative Investments, FINRA, Options, Hedge Funds, Bloomberg, Investment Strategies, Series 24, IRAs, Relationship Management, Cash Management, Loans, Separately Managed..., Commercial Banking, 401k, Sales, Capital Markets, Finance, Investment Advisory, Investment Management, Financial Markets, Trading, Equity Trading, Derivatives, Financial Modeling, Valuation, Mortgage Lending, Private Banking, Credit, Equity Derivatives
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Business Administration (M.B.A.), M.B.A in Financial Management, 3.56
State University of New York at Oswego 1997 — 2001
B.S., Business Administration
Micah Erickson Micah Erickson's Merrill Edge Experience February 2014 - October 2014
Job Sales Associate at Mattress Firm
Industry Retail
Experience
Merrill Edge February 2014 - October 2014
Mattress Firm July 2012 - February 2014
Huntington Learning Center August 2011 - June 2012
Sell or be Sold 2012 - 2012
Sell or be Sold 2012 - 2012
Students in Free Enterprise (SIFE) September 2010 - May 2011
Skills
Retail Sales, Merchandising, Visual Merchandising, Store Management, Store Operations, Retail, Loss Prevention, Sales, Inventory Management, Associate Development, New Store Development, Customer Service, Cashiering, Customer Satisfaction, Inventory Control, Marketing, Microsoft Excel, Event Planning, Microsoft Word, Social Media Marketing, Microsoft Office, Time Management, Social Media, Social Networking, Management, Team Building, Team Leadership, Sales Operations, Sales Management
Education
Southeastern University 2008 — 2011
Bachelor's Degree, Bachelor of Science, Marketing
Computer and Social Media Proficiency
Continuing Study of Technology
Merrill Edge February 2014 - October 2014
Mattress Firm July 2012 - February 2014
Huntington Learning Center August 2011 - June 2012
Sell or be Sold 2012 - 2012
Sell or be Sold 2012 - 2012
Students in Free Enterprise (SIFE) September 2010 - May 2011
Skills
Retail Sales, Merchandising, Visual Merchandising, Store Management, Store Operations, Retail, Loss Prevention, Sales, Inventory Management, Associate Development, New Store Development, Customer Service, Cashiering, Customer Satisfaction, Inventory Control, Marketing, Microsoft Excel, Event Planning, Microsoft Word, Social Media Marketing, Microsoft Office, Time Management, Social Media, Social Networking, Management, Team Building, Team Leadership, Sales Operations, Sales Management
Education
Southeastern University 2008 — 2011
Bachelor's Degree, Bachelor of Science, Marketing
Computer and Social Media Proficiency
Continuing Study of Technology
Kathleen Beaumont Kathleen Beaumont's Merrill Edge Experience April 2015 - Present
Job AVP,Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
PNC March 2014 - March 2015
JPMorgan Chase October 2011 - April 2014
Skills
Series 7, Series 63, Series 65, Financial Services, Investments
Education
Rutgers University-New Brunswick
Bachelor of Science (BS), Chemistry
Merrill Edge April 2015 - Present
PNC March 2014 - March 2015
JPMorgan Chase October 2011 - April 2014
Skills
Series 7, Series 63, Series 65, Financial Services, Investments
Education
Rutgers University-New Brunswick
Bachelor of Science (BS), Chemistry
Peter Seriano, CFP® Peter Seriano, CFP®'s Merrill Edge Experience August 2015 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Merrill Edge August 2015 - Present
Harwood Financial Group January 2015 - June 2015
Fifth Third Securities September 2013 - December 2014
T. Rowe Price September 2012 - September 2013
T. Rowe Price January 2011 - September 2012
T. Rowe Price 2007 - 2011
T. Rowe Price 2006 - 2007
Buy Owner February 2006 - September 2006
Gulf Coast TItle 2003 - January 2006
Skills
Investments, Mutual Funds, Asset Allocation, Financial Services, Financial Planning, Finance, Financial Advisory, Portfolio Management, Series 7, Retirement Planning, Investment Management, Estate Planning
Education
The College of Financial Planning 2010 — 2012
Financial Planning
University of South Florida
Bachelor of Science, Business Management 2008
Plymouth State University 1998 — 2002
Countryside High School 1994 — 1998
Merrill Edge August 2015 - Present
Harwood Financial Group January 2015 - June 2015
Fifth Third Securities September 2013 - December 2014
T. Rowe Price September 2012 - September 2013
T. Rowe Price January 2011 - September 2012
T. Rowe Price 2007 - 2011
T. Rowe Price 2006 - 2007
Buy Owner February 2006 - September 2006
Gulf Coast TItle 2003 - January 2006
Skills
Investments, Mutual Funds, Asset Allocation, Financial Services, Financial Planning, Finance, Financial Advisory, Portfolio Management, Series 7, Retirement Planning, Investment Management, Estate Planning
Education
The College of Financial Planning 2010 — 2012
Financial Planning
University of South Florida
Bachelor of Science, Business Management 2008
Plymouth State University 1998 — 2002
Countryside High School 1994 — 1998
Cathleen Ackley's Merrill Edge Experience August 2012 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2012 - Present
Morgan Stanley Smith Barney July 2010 - August 2012
Mazza Financial Group April 2007 - July 2010
Trendwest Resorts February 2006 - March 2007
Skills
Asset Allocation, Retirement Planning, Equities, Strategic Financial..., Finance, Asset Management, Investments, 401k Rollovers, Portfolio Management, Series 7, Mutual Funds, Wealth Management, Financial Services, Securities, Investment Advisory, Alternative Investments, 401k, Customer Service, Financial Analysis, Leadership, Management, Retirement, Credit, Financial Advisory
Education
Northern Illinois University 2000 — 2004
Bachelors of Fine Arts, Visual Communications with Full University Honors
Mother McAuley Liberal Arts High School 1996 — 2000
Merrill Edge August 2012 - Present
Morgan Stanley Smith Barney July 2010 - August 2012
Mazza Financial Group April 2007 - July 2010
Trendwest Resorts February 2006 - March 2007
Skills
Asset Allocation, Retirement Planning, Equities, Strategic Financial..., Finance, Asset Management, Investments, 401k Rollovers, Portfolio Management, Series 7, Mutual Funds, Wealth Management, Financial Services, Securities, Investment Advisory, Alternative Investments, 401k, Customer Service, Financial Analysis, Leadership, Management, Retirement, Credit, Financial Advisory
Education
Northern Illinois University 2000 — 2004
Bachelors of Fine Arts, Visual Communications with Full University Honors
Mother McAuley Liberal Arts High School 1996 — 2000
Jared Carpenter's Merrill Edge Experience September 2014 - February 2015
Job Financial Solutions Advisor at Merrill Edge
Industry Research
Experience
Merrill Edge September 2014 - February 2015
PNC June 2013 - June 2014
Kellogg School of Management May 2011 - June 2013
Illinois Baseball Academy March 2010 - June 2013
Northwestern University June 2008 - January 2013
Chicago Sky January 2012 - March 2012
Northwestern University PURPLE March 2009 - August 2011
Northwestern Mutual March 2011 - June 2011
Skills
Public Speaking, Leadership, Series 7, Series 66, Training, Time Management, Management, Human Resources
Education
Northwestern University 2008 — 2012
Bachelor of Science (B.S.), Psychology and Communication Studies
Merrill Edge September 2014 - February 2015
PNC June 2013 - June 2014
Kellogg School of Management May 2011 - June 2013
Illinois Baseball Academy March 2010 - June 2013
Northwestern University June 2008 - January 2013
Chicago Sky January 2012 - March 2012
Northwestern University PURPLE March 2009 - August 2011
Northwestern Mutual March 2011 - June 2011
Skills
Public Speaking, Leadership, Series 7, Series 66, Training, Time Management, Management, Human Resources
Education
Northwestern University 2008 — 2012
Bachelor of Science (B.S.), Psychology and Communication Studies
Jasper Smith's Merrill Edge Experience August 2011 - November 2013
Job Financial Concierge, President Urban Financial Services Coalition SF Bay Area Chapter, Adjunct Professor
Industry Financial Services
Experience
Game Theory Academy August 2014 - Present
Operation HOPE May 2014 - Present
ITT Technical Institute September 2014 - August 2015
Merrill Edge August 2011 - November 2013
Northwestern Mutual October 2009 - May 2011
Lincoln Financial Group August 2007 - August 2009
Skills
Banking, Financial Management, Financial Planning, Investments, Planning, Strategic Financial..., Managerial Finance, Project Planning, Financial Advisory, Process Improvement, New Business Development, Business Planning, Business Strategy, Business Analysis, Strategic Planning, Leadership, Coaching, Insurance, Finance, Marketing, Fixed Annuities, Access, Financial Services, Retirement, Mutual Funds, Financial Analysis, Series 7, Sales, Series 63, Retirement Planning, Accounting, Portfolio Management, Series 6, Disability Insurance, Securities, FINRA, Series 65, Uniform Combined State..., 401k, Wealth Management, Asset Allocation, IRAs, Investment Advisory, Variable Annuities, ETFs, Investment Strategies, Life Insurance, Relationship Management
Education
North Carolina Agricultural and Technical State University 2003 — 2007
BS, Business Management - Summa Cum Laude
Game Theory Academy August 2014 - Present
Operation HOPE May 2014 - Present
ITT Technical Institute September 2014 - August 2015
Merrill Edge August 2011 - November 2013
Northwestern Mutual October 2009 - May 2011
Lincoln Financial Group August 2007 - August 2009
Skills
Banking, Financial Management, Financial Planning, Investments, Planning, Strategic Financial..., Managerial Finance, Project Planning, Financial Advisory, Process Improvement, New Business Development, Business Planning, Business Strategy, Business Analysis, Strategic Planning, Leadership, Coaching, Insurance, Finance, Marketing, Fixed Annuities, Access, Financial Services, Retirement, Mutual Funds, Financial Analysis, Series 7, Sales, Series 63, Retirement Planning, Accounting, Portfolio Management, Series 6, Disability Insurance, Securities, FINRA, Series 65, Uniform Combined State..., 401k, Wealth Management, Asset Allocation, IRAs, Investment Advisory, Variable Annuities, ETFs, Investment Strategies, Life Insurance, Relationship Management
Education
North Carolina Agricultural and Technical State University 2003 — 2007
BS, Business Management - Summa Cum Laude
Lonnell Williams Lonnell Williams's Merrill Edge Experience September 2014 - June 2015
Job
Industry Financial Services
Experience
U.S. Trust July 2015 - Present
Merrill Edge September 2014 - June 2015
Kingdom Church September 2007 - June 2014
Kingdom Church June 2013 - May 2014
Skills
Management, Leadership, Sales, Process Improvement, Wealth Management, Microsoft Excel, Microsoft Office, English, Wealth Management..., Pastoral Counseling, Business Development, Entrepreneurship, Microsoft Word, Public Speaking, Relationship Management, Relationship Building
Education
Princeton Theological Seminary 2007 — 2010
Master of Divinity (M.Div.)
University of California, Riverside 2003 — 2007
Bachelor of Arts (B.A.), English/Business Administration
U.S. Trust July 2015 - Present
Merrill Edge September 2014 - June 2015
Kingdom Church September 2007 - June 2014
Kingdom Church June 2013 - May 2014
Skills
Management, Leadership, Sales, Process Improvement, Wealth Management, Microsoft Excel, Microsoft Office, English, Wealth Management..., Pastoral Counseling, Business Development, Entrepreneurship, Microsoft Word, Public Speaking, Relationship Management, Relationship Building
Education
Princeton Theological Seminary 2007 — 2010
Master of Divinity (M.Div.)
University of California, Riverside 2003 — 2007
Bachelor of Arts (B.A.), English/Business Administration
Rigo Fernandez Jr Rigo Fernandez Jr's Merrill Edge Experience February 2013 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Edge February 2013 - Present
Wescom Credit Union September 2003 - February 2013
Skills
Credit, Banking, Loans, Portfolio Management, Mortgage Lending, Investments, Credit Analysis, Consumer Lending, Wealth Management, Mutual Funds, Retail Banking, Financial Analysis, Series 7, Retirement Planning, Securities, Series 63, Strategic Financial..., Fixed Income, Asset Allocation, Retirement, Investment Strategies, Fixed Annuities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
Master of Business Administration (M.B.A.), Finance & Leadership Management
University of La Verne 2004 — 2008
Bachelor of Arts (BA), Business Administration and Management, General
Merrill Edge February 2013 - Present
Wescom Credit Union September 2003 - February 2013
Skills
Credit, Banking, Loans, Portfolio Management, Mortgage Lending, Investments, Credit Analysis, Consumer Lending, Wealth Management, Mutual Funds, Retail Banking, Financial Analysis, Series 7, Retirement Planning, Securities, Series 63, Strategic Financial..., Fixed Income, Asset Allocation, Retirement, Investment Strategies, Fixed Annuities
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
Master of Business Administration (M.B.A.), Finance & Leadership Management
University of La Verne 2004 — 2008
Bachelor of Arts (BA), Business Administration and Management, General
Steven Cerula's Merrill Edge Experience April 2015 - Present
Job Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
Merrill Lynch January 2013 - April 2015
NJ Transit June 2012 - August 2012
TerraCycle May 2012 - August 2012
Griff Paper and Film May 2011 - August 2011
Genesis HealthCare December 2007 - May 2011
ShopRite April 2005 - November 2007
St. Michael the Archangel Rectory March 2004 - March 2005
Skills
Management, Analysis, Budgets, Sales, Customer Service
Education
Penn State University 2008 — 2012
B.S. Economics, Minor Business
Notre Dame High School 2004 — 2008
Merrill Edge April 2015 - Present
Merrill Lynch January 2013 - April 2015
NJ Transit June 2012 - August 2012
TerraCycle May 2012 - August 2012
Griff Paper and Film May 2011 - August 2011
Genesis HealthCare December 2007 - May 2011
ShopRite April 2005 - November 2007
St. Michael the Archangel Rectory March 2004 - March 2005
Skills
Management, Analysis, Budgets, Sales, Customer Service
Education
Penn State University 2008 — 2012
B.S. Economics, Minor Business
Notre Dame High School 2004 — 2008
Eric Leach's Merrill Edge Experience February 2013 - October 2013
Job Interaction Designer
Industry Design
Experience
Sermo 2013 - Present
JESS3 July 2009 - Present
Merrill Edge February 2013 - October 2013
JESS3 July 2007 - July 2009
Skills
User Experience, Web Design, Graphic Design, Interaction Design, User Interface Design, Art Direction, Creative Direction, Facebook, Information Design, Information Architecture, Mobile Devices, Installation Design, Illustration, Adobe Creative Suite, Illustrator, Flash, Wordpress, Content Strategy, Agile Project Management
Education
University of Hartford 2009 — 2010
Fine Arts, Graphic Design
Northwestern Connecticut Community College 2006 — 2008
Associates, Fine Arts & Graphic Design
Sermo 2013 - Present
JESS3 July 2009 - Present
Merrill Edge February 2013 - October 2013
JESS3 July 2007 - July 2009
Skills
User Experience, Web Design, Graphic Design, Interaction Design, User Interface Design, Art Direction, Creative Direction, Facebook, Information Design, Information Architecture, Mobile Devices, Installation Design, Illustration, Adobe Creative Suite, Illustrator, Flash, Wordpress, Content Strategy, Agile Project Management
Education
University of Hartford 2009 — 2010
Fine Arts, Graphic Design
Northwestern Connecticut Community College 2006 — 2008
Associates, Fine Arts & Graphic Design
David Newberry's Merrill Edge Experience November 2012 - May 2015
Job Independent Financial Advisor
Industry Financial Services
Experience
None May 2015 - Present
Merrill Edge November 2012 - May 2015
Thrivent Financial August 2007 - November 2012
Skills
Sales, Investments, Financial Services, Banking, Portfolio Management, Financial Planning, Finance, Retirement, Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Series 7
Education
New Orleans Baptist Theological Seminary 1994 — 1996
Doctor of Ministry, Pastoral Ministry
Southwestern Baptist Theological Seminary 1983 — 1987
Master of Divinity (MDiv), Ministry
Southeast Missouri State University 1969 — 1973
Bachelor’s Degree, Physical Education
None May 2015 - Present
Merrill Edge November 2012 - May 2015
Thrivent Financial August 2007 - November 2012
Skills
Sales, Investments, Financial Services, Banking, Portfolio Management, Financial Planning, Finance, Retirement, Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Series 7
Education
New Orleans Baptist Theological Seminary 1994 — 1996
Doctor of Ministry, Pastoral Ministry
Southwestern Baptist Theological Seminary 1983 — 1987
Master of Divinity (MDiv), Ministry
Southeast Missouri State University 1969 — 1973
Bachelor’s Degree, Physical Education
Jessica Parsons Jessica Parsons's Merrill Edge Experience June 2014 - Present
Job Ownership Transition: GWIM Sr Operations Rep at Merrill Edge
Industry Financial Services
Experience
Merrill Edge June 2014 - Present
bluemedia May 2010 - June 2014
Blind Society April 2010 - May 2010
Skills
Wide Format Printing, Digital Printing, Business Development, Direct Marketing, Online Advertising, Graphics, Banners, Account Management, Advertising, Direct Mail, New Business Development, Time Management, Marketing Strategy, Graphic Design, Marketing, Project Management, Outdoor Advertising, Integrated Marketing, Trade Shows, Print Management, Email Marketing
Education
Montana State University-Bozeman 2005 — 2009
BS, Marketing
Merrill Edge June 2014 - Present
bluemedia May 2010 - June 2014
Blind Society April 2010 - May 2010
Skills
Wide Format Printing, Digital Printing, Business Development, Direct Marketing, Online Advertising, Graphics, Banners, Account Management, Advertising, Direct Mail, New Business Development, Time Management, Marketing Strategy, Graphic Design, Marketing, Project Management, Outdoor Advertising, Integrated Marketing, Trade Shows, Print Management, Email Marketing
Education
Montana State University-Bozeman 2005 — 2009
BS, Marketing
Judi Wallace Judi Wallace's Merrill Edge Experience November 2011 - Present
Job Assistant Vice President/Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2011 - Present
Waddell & Reed June 2010 - November 2011
Skills
Series 7, Uniform Combined State..., Retirement Planning, Mutual Funds, Securities, Series 66, Holistic Financial..., Financial Advisory, Financial Services, Finance, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Retirement, Asset Allocation, Investment Strategies, Estate Planning, Alternative Investments, Fixed Annuities, Pensions, Financial Planning, Series 65
Education
University of Houston-Clear Lake 2005 — 2007
Bachelor of Science (BS), Finance, General
San Jacinto College 1983 — 1992
Associate of Arts (A.A.), Business Administration and Management, General
Merrill Edge November 2011 - Present
Waddell & Reed June 2010 - November 2011
Skills
Series 7, Uniform Combined State..., Retirement Planning, Mutual Funds, Securities, Series 66, Holistic Financial..., Financial Advisory, Financial Services, Finance, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Retirement, Asset Allocation, Investment Strategies, Estate Planning, Alternative Investments, Fixed Annuities, Pensions, Financial Planning, Series 65
Education
University of Houston-Clear Lake 2005 — 2007
Bachelor of Science (BS), Finance, General
San Jacinto College 1983 — 1992
Associate of Arts (A.A.), Business Administration and Management, General
Brian Damelio's Merrill Edge Experience April 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Edge April 2014 - Present
PHH Mortgage Corporation September 2012 - December 2013
Belmont Telecommunications Inc December 2006 - August 2012
CytoSport, Inc. June 2009 - August 2009
Skills
Financial Advisory, Investment Advisory, Investment Strategies, Financial Analysis, Portfolio Management, Wealth Management, Mutual Funds, ETFs, Risk Management, Finance, Management, Mortgage Lending, Residential Mortgages, Mortgage Banking, Advertising, Marketing Strategy, Loans, Market Research
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science in Business Administration, Food Marketing
Merrill Edge April 2014 - Present
PHH Mortgage Corporation September 2012 - December 2013
Belmont Telecommunications Inc December 2006 - August 2012
CytoSport, Inc. June 2009 - August 2009
Skills
Financial Advisory, Investment Advisory, Investment Strategies, Financial Analysis, Portfolio Management, Wealth Management, Mutual Funds, ETFs, Risk Management, Finance, Management, Mortgage Lending, Residential Mortgages, Mortgage Banking, Advertising, Marketing Strategy, Loans, Market Research
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science in Business Administration, Food Marketing
Jeannette Goldstein Jeannette Goldstein's Merrill Edge Experience May 2014 - Present
Job AVP, Financial Solutions Advisor Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
Bank of America May 2014 - Present
Northwestern Mutual Financial Network 2010 - December 2013
New York Life Insurance Company 2009 - 2010
Federal Reserve Bank of New York 1982 - 1987
Merrill Lynch 1981 - 1982
Skills
Securities, Insurance, Finance, Banking, Small Business, Disability Insurance, Long-term Care, Business Planning, Fixed Annuities, Retirement Planning, Investments, Estate Planning
Education
Montclair State University 1976 — 1979
B.A., Economics
Merrill Edge May 2014 - Present
Bank of America May 2014 - Present
Northwestern Mutual Financial Network 2010 - December 2013
New York Life Insurance Company 2009 - 2010
Federal Reserve Bank of New York 1982 - 1987
Merrill Lynch 1981 - 1982
Skills
Securities, Insurance, Finance, Banking, Small Business, Disability Insurance, Long-term Care, Business Planning, Fixed Annuities, Retirement Planning, Investments, Estate Planning
Education
Montclair State University 1976 — 1979
B.A., Economics
Dominic Galati Dominic Galati's Merrill Edge Experience May 2011 - September 2013
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade September 2013 - Present
Merrill Edge May 2011 - September 2013
Edward Jones October 2010 - April 2011
Play N Trade Video Games October 2009 - September 2010
Lourdes Health System June 2007 - October 2009
Skills
Investments, Strategic Financial..., Series 7, Investment Strategies, Finance, Microsoft Office, Management, Accounting, Wealth Management, Financial Planning, Mutual Funds, Uniform Combined State..., Series 63, SAS, Investment Advisory, Portfolio Management, Financial Advisory, Auditing, Asset Management, Asset Allocation, Financial Analysis, Retirement Planning, 401k, Series 66, Securities, Retirement, Fixed Income, Series 9/10
Education
Rutgers, The State University of New Jersey-Camden 2006 — 2010
Bachelor of Arts, Economics
TD Ameritrade September 2013 - Present
Merrill Edge May 2011 - September 2013
Edward Jones October 2010 - April 2011
Play N Trade Video Games October 2009 - September 2010
Lourdes Health System June 2007 - October 2009
Skills
Investments, Strategic Financial..., Series 7, Investment Strategies, Finance, Microsoft Office, Management, Accounting, Wealth Management, Financial Planning, Mutual Funds, Uniform Combined State..., Series 63, SAS, Investment Advisory, Portfolio Management, Financial Advisory, Auditing, Asset Management, Asset Allocation, Financial Analysis, Retirement Planning, 401k, Series 66, Securities, Retirement, Fixed Income, Series 9/10
Education
Rutgers, The State University of New Jersey-Camden 2006 — 2010
Bachelor of Arts, Economics
Terry Cardinali Terry Cardinali's Merrill Edge Experience April 2014 - Present
Job Assistant Vice President/FSA at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2014 - Present
Merrill Lynch September 2012 - Present
Merrill Lynch 2012 - 2013
Skills
Financial Services, Mutual Funds, Banking, Portfolio Management, Retirement Planning, Strategic Financial..., Credit, Wealth Management, Investments, Equities, Financial Analysis, Series..., Asset Allocation, FINRA
Education
Queens College
Buisness Developement/Managment
Merrill Edge April 2014 - Present
Merrill Lynch September 2012 - Present
Merrill Lynch 2012 - 2013
Skills
Financial Services, Mutual Funds, Banking, Portfolio Management, Retirement Planning, Strategic Financial..., Credit, Wealth Management, Investments, Equities, Financial Analysis, Series..., Asset Allocation, FINRA
Education
Queens College
Buisness Developement/Managment
Timothy Plungis's Merrill Edge Experience October 2013 - June 2014
Job Financial Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments June 2014 - September 2015
Merrill Edge October 2013 - June 2014
Fidelity Investments January 2012 - October 2013
Tiffany & Co. July 2011 - January 2012
General Physics Corporation March 2011 - January 2012
Tim Plungis for Connecticut November 2009 - November 2010
Education
The University of Connecticut 2007 — 2011
BA, American Studies
Southern New Hampshire University 2006 — 2007
Business Administration
Fidelity Investments September 2015 - Present
Fidelity Investments June 2014 - September 2015
Merrill Edge October 2013 - June 2014
Fidelity Investments January 2012 - October 2013
Tiffany & Co. July 2011 - January 2012
General Physics Corporation March 2011 - January 2012
Tim Plungis for Connecticut November 2009 - November 2010
Education
The University of Connecticut 2007 — 2011
BA, American Studies
Southern New Hampshire University 2006 — 2007
Business Administration
James Feeney James Feeney's Merrill Edge Experience October 2013 - Present
Job Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2013 - Present
Investment Partners Asset Management March 2011 - October 2013
Morgan Stanley Smith Barney June 2007 - February 2011
Keane Securites, Co., Inc August 1991 - June 2007
Jesup and Lamont June 1990 - August 1991
EF Hutton April 1980 - April 1983
Skills
Series 63, Investments, Mutual Funds, Finance, Series 7
Education
Saint Peter's University 1979 — 1980
Seton Hall University 1978 — 1979
St Peter's Prep 1974 — 1978
Merrill Edge October 2013 - Present
Investment Partners Asset Management March 2011 - October 2013
Morgan Stanley Smith Barney June 2007 - February 2011
Keane Securites, Co., Inc August 1991 - June 2007
Jesup and Lamont June 1990 - August 1991
EF Hutton April 1980 - April 1983
Skills
Series 63, Investments, Mutual Funds, Finance, Series 7
Education
Saint Peter's University 1979 — 1980
Seton Hall University 1978 — 1979
St Peter's Prep 1974 — 1978
Bryan Spencer, CRPC® Bryan Spencer, CRPC®'s Merrill Edge Experience November 2011 - Present
Job Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2011 - Present
La Jolla CPA / R.I. Financial Services, LLC 2010 - November 2011
MetLife - Financial Planning November 2007 - July 2010
LevitZacks Certified Public Accountants 2006 - 2007
Millimaki Eggert, LLC January 2004 - December 2006
Skills
Small Business, Financial Planning, Leadership, Retirement Planning, Insurance, Financial Services, Strategic Planning, Estate Planning, Finance, Retirement
Education
San Diego State University-California State University 2000 — 2003
Business, Accounting
Merrill Edge November 2011 - Present
La Jolla CPA / R.I. Financial Services, LLC 2010 - November 2011
MetLife - Financial Planning November 2007 - July 2010
LevitZacks Certified Public Accountants 2006 - 2007
Millimaki Eggert, LLC January 2004 - December 2006
Skills
Small Business, Financial Planning, Leadership, Retirement Planning, Insurance, Financial Services, Strategic Planning, Estate Planning, Finance, Retirement
Education
San Diego State University-California State University 2000 — 2003
Business, Accounting
Marc Bleimann Marc Bleimann's Merrill Edge Experience July 2011 - December 2012
Job SaaS Account Executive at Jobvite Talent Acquisition Software Expert
Industry Computer Software
Experience
Jobvite November 2014 - Present
iCIMS December 2012 - November 2014
Merrill Edge July 2011 - December 2012
JPMorgan Chase August 2003 - July 2011
Sovereign Bank 2001 - 2003
Skills
SaaS, HR Software, Sales, Client Development, Negotiation, New Business Development, Finance, Small Business, Cold Calling, Prospecting Skills, Value Selling, Talent Acquisition, Talent Management, Recruiting, Onboarding, Management, HRIS, Account Management, Leadership, Applicant Tracking..., Sourcing, Training, Salesforce.com, CRM, Human Resources, Internet Recruiting, Consulting
Education
Seton Hall University 1998 — 2000
Bachelor's Degree in Business, Business/Commerce, General
Jackson Memorial High
Jobvite November 2014 - Present
iCIMS December 2012 - November 2014
Merrill Edge July 2011 - December 2012
JPMorgan Chase August 2003 - July 2011
Sovereign Bank 2001 - 2003
Skills
SaaS, HR Software, Sales, Client Development, Negotiation, New Business Development, Finance, Small Business, Cold Calling, Prospecting Skills, Value Selling, Talent Acquisition, Talent Management, Recruiting, Onboarding, Management, HRIS, Account Management, Leadership, Applicant Tracking..., Sourcing, Training, Salesforce.com, CRM, Human Resources, Internet Recruiting, Consulting
Education
Seton Hall University 1998 — 2000
Bachelor's Degree in Business, Business/Commerce, General
Jackson Memorial High
William Carlisle William Carlisle's Merrill Edge Experience December 2014 - Present
Job Senior Associate Investment Center Team Lead at Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
Merrill Lynch September 2012 - December 2014
Cambridge Investment Research, Inc August 2011 - April 2012
Ocean Colony Partners, LLC February 2009 - November 2010
Skills
ArcGIS, SPSS, Policy Analysis, Sales Excellence, Customer Relations, Hospitality Management, Securities Compliance, Albridge, Microsoft CRM, Investment Operations, Securities, Investments, Customer Service, Uniform Combined State..., Asset Allocation, Microsoft Excel, Training, Finance, Financial Services, Retirement Planning, Series 7, Mutual Funds, Leadership, Public Speaking
Education
San Francisco State University
BA, Political Science
Merrill Edge December 2014 - Present
Merrill Lynch September 2012 - December 2014
Cambridge Investment Research, Inc August 2011 - April 2012
Ocean Colony Partners, LLC February 2009 - November 2010
Skills
ArcGIS, SPSS, Policy Analysis, Sales Excellence, Customer Relations, Hospitality Management, Securities Compliance, Albridge, Microsoft CRM, Investment Operations, Securities, Investments, Customer Service, Uniform Combined State..., Asset Allocation, Microsoft Excel, Training, Finance, Financial Services, Retirement Planning, Series 7, Mutual Funds, Leadership, Public Speaking
Education
San Francisco State University
BA, Political Science
Jamie Weaver Jamie Weaver's Merrill Edge Experience September 2009 - October 2013
Job Wealth Management
Industry Financial Services
Experience
Merrill Lynch October 2013 - November 2014
Merrill Edge September 2009 - October 2013
JPMorgan Chase February 2009 - September 2009
Merrill Lynch February 2007 - February 2009
Cintas 2006 - 2007
Gap Inc. May 2005 - September 2005
Skills
Financial Services, Sales, Strategic Financial..., Wealth Management, Retirement Planning, Asset Allocation, Finance, Investments, Mutual Funds, Portfolio Management, Series 63, Series 7, Financial Analysis, Asset Managment, Asset Management, Investment Advisory, Management, Banking, Business Development, Credit, Customer Service, Leadership
Education
Santa Clara University 2002 — 2006
Finance, General
Santa Clara University 2002 — 2006
Marketing/Marketing Management, General
Merrill Lynch October 2013 - November 2014
Merrill Edge September 2009 - October 2013
JPMorgan Chase February 2009 - September 2009
Merrill Lynch February 2007 - February 2009
Cintas 2006 - 2007
Gap Inc. May 2005 - September 2005
Skills
Financial Services, Sales, Strategic Financial..., Wealth Management, Retirement Planning, Asset Allocation, Finance, Investments, Mutual Funds, Portfolio Management, Series 63, Series 7, Financial Analysis, Asset Managment, Asset Management, Investment Advisory, Management, Banking, Business Development, Credit, Customer Service, Leadership
Education
Santa Clara University 2002 — 2006
Finance, General
Santa Clara University 2002 — 2006
Marketing/Marketing Management, General
Stephen Neuhof Stephen Neuhof's Merrill Edge Experience March 2014 - Present
Job Client Onboarding Segment Manager at Merrill Edge, VP
Industry Financial Services
Experience
Merrill Edge March 2014 - Present
Merrill Edge March 2012 - March 2014
Merrill Edge January 2011 - March 2013
Merrill Lynch January 2010 - December 2010
Merrill Lynch January 2005 - March 2010
Skills
Six Sigma, Financial Services, Risk Management, Management, Financial Analysis, Leadership, Finance, Project Management, Customer Service, Process Improvement, Microsoft Office, Relationship Management, Recruiting, Negotiation, Strategic Planning, Team Building, Team Leadership, Coaching, Data Analysis, Leadership Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Arts, Financial Economics
Merrill Edge March 2014 - Present
Merrill Edge March 2012 - March 2014
Merrill Edge January 2011 - March 2013
Merrill Lynch January 2010 - December 2010
Merrill Lynch January 2005 - March 2010
Skills
Six Sigma, Financial Services, Risk Management, Management, Financial Analysis, Leadership, Finance, Project Management, Customer Service, Process Improvement, Microsoft Office, Relationship Management, Recruiting, Negotiation, Strategic Planning, Team Building, Team Leadership, Coaching, Data Analysis, Leadership Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Arts, Financial Economics
Tino Rene Rivera's Merrill Edge Experience July 2015 - Present
Job Financial Solutions Advisor at Bank of America Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2015 - Present
Edward Jones June 2014 - July 2015
Staffing Solutions March 2012 - May 2014
Staffing Solutions June 2010 - February 2012
Staffing Solutions March 2004 - May 2010
Skills
Investments, Asset Allocation, Life Insurance, Equities, Private Equity, Risk Management, Portfolio Management, Coaching, Employee Relations, Management, Social Media Marketing, Public Speaking, Negotiation, Talent Acquisition, Recruiting, Applicant Tracking..., Talent Management, Sourcing, Technical Recruiting, Service Orientation, Benefits Negotiation, Strategic Planning, Team Building, Screening, Performance Management, Leadership, Training
Education
San Diego State University-California State University 2004 — 2006
Bachelor's of Science
Merrill Edge July 2015 - Present
Edward Jones June 2014 - July 2015
Staffing Solutions March 2012 - May 2014
Staffing Solutions June 2010 - February 2012
Staffing Solutions March 2004 - May 2010
Skills
Investments, Asset Allocation, Life Insurance, Equities, Private Equity, Risk Management, Portfolio Management, Coaching, Employee Relations, Management, Social Media Marketing, Public Speaking, Negotiation, Talent Acquisition, Recruiting, Applicant Tracking..., Talent Management, Sourcing, Technical Recruiting, Service Orientation, Benefits Negotiation, Strategic Planning, Team Building, Screening, Performance Management, Leadership, Training
Education
San Diego State University-California State University 2004 — 2006
Bachelor's of Science
Michael A. Leslie, MBA Michael A. Leslie, MBA's Merrill Edge Experience August 2014 - August 2015
Job Senior Financial Consultant at Citizens Bank
Industry Financial Services
Experience
Citizens Bank August 2015 - Present
Merrill Edge August 2014 - August 2015
Merrill Lynch April 2013 - November 2014
Dimatteo financial Group June 2012 - April 2013
Vanguard July 2011 - August 2012
Vanguard May 2009 - July 2011
Skills
Series 7, Series 63, ETFs, Mutual Funds, Series 24, Retirement Planning, Investments, Retirement, Asset Allocation, Fixed Annuities, Securities, Equities, FINRA, 401k, Investment Advisory, Financial Services, Wealth Management, Strategic Financial..., Long Term Care Insurance, Options, Bloomberg Terminal, Asset Management, Finance, Banking, Fixed Income, Hedge Funds, Investment Strategies, Capital Markets, Trading, Portfolio Management, Financial Markets, Alternative Investments, Bloomberg, Relationship Management, Financial Planning, Bonds, Financial Advisory, Investment Management, Personal Finance, Equity Trading
Education
St. Joseph's University 2010 — 2015
MBA, Finance
Temple University 1994 — 1999
BA, Political Science
Citizens Bank August 2015 - Present
Merrill Edge August 2014 - August 2015
Merrill Lynch April 2013 - November 2014
Dimatteo financial Group June 2012 - April 2013
Vanguard July 2011 - August 2012
Vanguard May 2009 - July 2011
Skills
Series 7, Series 63, ETFs, Mutual Funds, Series 24, Retirement Planning, Investments, Retirement, Asset Allocation, Fixed Annuities, Securities, Equities, FINRA, 401k, Investment Advisory, Financial Services, Wealth Management, Strategic Financial..., Long Term Care Insurance, Options, Bloomberg Terminal, Asset Management, Finance, Banking, Fixed Income, Hedge Funds, Investment Strategies, Capital Markets, Trading, Portfolio Management, Financial Markets, Alternative Investments, Bloomberg, Relationship Management, Financial Planning, Bonds, Financial Advisory, Investment Management, Personal Finance, Equity Trading
Education
St. Joseph's University 2010 — 2015
MBA, Finance
Temple University 1994 — 1999
BA, Political Science
Nicholas Ackerman's Merrill Edge Experience August 2015 - Present
Job Concierge Team Associate at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2015 - Present
Providence City Government Department of Policy September 2014 - December 2014
Bank of America Merrill Lynch May 2013 - August 2013
Church Pension Group May 2012 - August 2012
Hillsborough Family YMCA June 2009 - May 2012
Skills
Leadership, Microsoft Office, Analysis, PowerPoint, Microsoft Excel, OS X, Spanish, Access, Microsoft Word, Outlook, Mac OS X, SAS, STATA, Event Planning, Fundraising, Public Speaking, Social Media, Research, Teamwork, Time Management
Education
Providence College 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Immaculata High School 2007 — 2011
Merrill Edge August 2015 - Present
Providence City Government Department of Policy September 2014 - December 2014
Bank of America Merrill Lynch May 2013 - August 2013
Church Pension Group May 2012 - August 2012
Hillsborough Family YMCA June 2009 - May 2012
Skills
Leadership, Microsoft Office, Analysis, PowerPoint, Microsoft Excel, OS X, Spanish, Access, Microsoft Word, Outlook, Mac OS X, SAS, STATA, Event Planning, Fundraising, Public Speaking, Social Media, Research, Teamwork, Time Management
Education
Providence College 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Immaculata High School 2007 — 2011
Shannon (Murray) Moroney Shannon (Murray) Moroney's Merrill Edge Experience October 2009 - Present
Job Director Client Experience at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2009 - Present
Merrill Lynch July 2007 - October 2009
Merril Lynch Inc April 2005 - June 2007
Merrill Lynch May 2003 - March 2005
Merrill Lynch July 2001 - April 2003
Education
Providence College 1997 — 2001
Bachelor of Science (B.S.), Finance
Merrill Edge October 2009 - Present
Merrill Lynch July 2007 - October 2009
Merril Lynch Inc April 2005 - June 2007
Merrill Lynch May 2003 - March 2005
Merrill Lynch July 2001 - April 2003
Education
Providence College 1997 — 2001
Bachelor of Science (B.S.), Finance
Arin Horesh CRPC Arin Horesh CRPC's Merrill Edge Experience August 2005 - July 2012
Job Investment Management Consultant
Industry Financial Services
Experience
BlackRock April 2015 - Present
BlackRock July 2012 - Present
Merrill Edge August 2005 - July 2012
Skills
Series 7, ETFs, Mutual Funds, Asset Allocation, Fixed Income, Equities, Retirement Planning, Bloomberg Terminal, Life Insurance, Series 6, Investments, Wealth Management, Portfolio Management, Investment Strategies
Education
Rider University
Bachelor of Business Administration (B.B.A.)
BlackRock April 2015 - Present
BlackRock July 2012 - Present
Merrill Edge August 2005 - July 2012
Skills
Series 7, ETFs, Mutual Funds, Asset Allocation, Fixed Income, Equities, Retirement Planning, Bloomberg Terminal, Life Insurance, Series 6, Investments, Wealth Management, Portfolio Management, Investment Strategies
Education
Rider University
Bachelor of Business Administration (B.B.A.)
Walter Greene's Merrill Edge Experience January 2005 - Present
Job Supervision Principal at Merrill Edge
Industry Financial Services
Experience
Walter Greene January 2005 - Present
Merrill Edge January 2005 - Present
Skills
Customer Service, Microsoft Office, Access, Interviews, Onboarding, New Business Development, PowerPoint, Microsoft Excel, Data Analysis, Sales, Security, Project Management, Strategic Planning, Financial Analysis, Leadership, Training
Education
Rider University 1994 — 2005
Bachelor's degree, Marketing
Rider University 1994 — 1999
Bachelor of Science (BS), Marketing
Walter Greene January 2005 - Present
Merrill Edge January 2005 - Present
Skills
Customer Service, Microsoft Office, Access, Interviews, Onboarding, New Business Development, PowerPoint, Microsoft Excel, Data Analysis, Sales, Security, Project Management, Strategic Planning, Financial Analysis, Leadership, Training
Education
Rider University 1994 — 2005
Bachelor's degree, Marketing
Rider University 1994 — 1999
Bachelor of Science (BS), Marketing
Brendan Hanlon's Merrill Edge Experience March 2015 - Present
Job Assistant Vice President, Performance Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2015 - Present
Merrill Edge May 2010 - Present
GTECH July 2006 - September 2009
Computershare July 1998 - July 2006
Computershare July 1998 - April 2001
Skills
Call Centers, Instructional Design, Leadership, Microsoft Excel, Mutual Funds, Outlook, Program Management, Series 7, Team Leadership, Time Management, Training, Retirement Planning, Investments, Team Building, Coaching, Securities
Education
Providence College 1990 — 1994
Westwood High School 1986 — 1990
Merrill Edge March 2015 - Present
Merrill Edge May 2010 - Present
GTECH July 2006 - September 2009
Computershare July 1998 - July 2006
Computershare July 1998 - April 2001
Skills
Call Centers, Instructional Design, Leadership, Microsoft Excel, Mutual Funds, Outlook, Program Management, Series 7, Team Leadership, Time Management, Training, Retirement Planning, Investments, Team Building, Coaching, Securities
Education
Providence College 1990 — 1994
Westwood High School 1986 — 1990
Stephanie Cadenhead, CRPC®'s Merrill Edge Experience September 2009 - November 2011
Job Financial Planning Consultant at Voya Financial Advisors ®
Industry Financial Services
Experience
Voya Financial August 2013 - Present
Voya Financial November 2011 - August 2013
Merrill Edge September 2009 - November 2011
Bank of America Merrill Lynch 2008 - 2009
Bank of America Merrill Lynch 2007 - 2008
Ameriprise Financial 2003 - 2007
Skills
Series 7
Education
University of North Florida - College of Business Administration 2000 — 2002
BS, Banking & Finance, Investments Track
Northeastern University 1997 — 1999
Bachelor of Science (BS), Finance and Investments
Voya Financial August 2013 - Present
Voya Financial November 2011 - August 2013
Merrill Edge September 2009 - November 2011
Bank of America Merrill Lynch 2008 - 2009
Bank of America Merrill Lynch 2007 - 2008
Ameriprise Financial 2003 - 2007
Skills
Series 7
Education
University of North Florida - College of Business Administration 2000 — 2002
BS, Banking & Finance, Investments Track
Northeastern University 1997 — 1999
Bachelor of Science (BS), Finance and Investments
Victor Tawn's Merrill Edge Experience August 2011 - November 2013
Job Financial Advisor
Industry Financial Services
Experience
CUSO Financial Services, LP September 2014 - June 2015
Merrill Edge August 2011 - November 2013
Morgan Stanley Smith Barney November 2006 - November 2009
Citi Group June 2001 - November 2006
Skills
Insurance, Retirement Planning, Wealth Management, Series 7, Finance, Investments, Retirement, Financial Services, Fixed Annuities, Asset Allocation, Mutual Funds, Banking
Education
San Francisco State University 1993 — 1999
Bachelor of Science, Finance and Banking
CUSO Financial Services, LP September 2014 - June 2015
Merrill Edge August 2011 - November 2013
Morgan Stanley Smith Barney November 2006 - November 2009
Citi Group June 2001 - November 2006
Skills
Insurance, Retirement Planning, Wealth Management, Series 7, Finance, Investments, Retirement, Financial Services, Fixed Annuities, Asset Allocation, Mutual Funds, Banking
Education
San Francisco State University 1993 — 1999
Bachelor of Science, Finance and Banking
John Brodie II's Merrill Edge Experience April 2012 - Present
Job Vice President, Market Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2012 - Present
Skills
Mutual Funds, FINRA, Securities, Leadership, Investment Advisory, Financial Services, Investments, Wealth, Portfolio Management, Finance, Investment Strategies, Strategic Financial..., Retirement Planning, Asset Management, Alternative Investments, Equities, Fixed Income, Financial Planning
Education
Plymouth State University 1985 — 1989
B.S., Marketing
Merrill Edge April 2012 - Present
Skills
Mutual Funds, FINRA, Securities, Leadership, Investment Advisory, Financial Services, Investments, Wealth, Portfolio Management, Finance, Investment Strategies, Strategic Financial..., Retirement Planning, Asset Management, Alternative Investments, Equities, Fixed Income, Financial Planning
Education
Plymouth State University 1985 — 1989
B.S., Marketing
Michael DeGennaro's Merrill Edge Experience April 2013 - Present
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2013 - Present
Weeden & Co. January 2009 - May 2012
Weeden & Co. September 2000 - January 2009
Prudential Investment Advisors 1986 - 2000
Prudential Insurance 1986 - 2000
Prudential Equity Management 1986 - 2000
Skills
Series 63, Series 7, Equities, Securities, Bloomberg, Equity Trading, Electronic Trading, Trading Systems, Back Office, Microsoft Excel, Program Trading, Microsoft Word, Customer Support, Operations Management, Euroclear, DTC, International..., Omgeo Oasys, Oasys, Crest, Cedel, Series 55, ETFs, Hedge Funds, Capital Markets, FINRA, Fixed Income, Trading
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1990
Bachelor of Arts (B.A.), Economics
Merrill Edge April 2013 - Present
Weeden & Co. January 2009 - May 2012
Weeden & Co. September 2000 - January 2009
Prudential Investment Advisors 1986 - 2000
Prudential Insurance 1986 - 2000
Prudential Equity Management 1986 - 2000
Skills
Series 63, Series 7, Equities, Securities, Bloomberg, Equity Trading, Electronic Trading, Trading Systems, Back Office, Microsoft Excel, Program Trading, Microsoft Word, Customer Support, Operations Management, Euroclear, DTC, International..., Omgeo Oasys, Oasys, Crest, Cedel, Series 55, ETFs, Hedge Funds, Capital Markets, FINRA, Fixed Income, Trading
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1990
Bachelor of Arts (B.A.), Economics
Christine Matos's Merrill Edge Experience September 2007 - October 2010
Job Major Gifts Officer at Fordham University
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Merrill Edge September 2007 - October 2010
Chrysler Financial June 2005 - May 2007
Chrysler Financial June 2004 - June 2005
Chrysler Financial January 2004 - June 2004
Chrysler Financial October 2002 - January 2004
Chrysler Financial June 2001 - August 2001
Toys R Us June 2000 - August 2000
Skills
Finance, Series 7, Retirement Planning, Credit, Management, CRM, Retirement, 401k, FINRA, Customer Service, Portfolio Management, Investments, Financial Analysis, Spanish, Strategic Planning, Risk Management, Operations Management, Uniform Combined State..., Strategic Financial..., Mutual Funds, Banking, Financial Services, Relationship Management, Loans, Analysis
Education
Penn State University 1998 — 2002
BS, Management - Minors in Information Systems and Statistical Analysis
Merrill Lynch October 2010 - Present
Merrill Edge September 2007 - October 2010
Chrysler Financial June 2005 - May 2007
Chrysler Financial June 2004 - June 2005
Chrysler Financial January 2004 - June 2004
Chrysler Financial October 2002 - January 2004
Chrysler Financial June 2001 - August 2001
Toys R Us June 2000 - August 2000
Skills
Finance, Series 7, Retirement Planning, Credit, Management, CRM, Retirement, 401k, FINRA, Customer Service, Portfolio Management, Investments, Financial Analysis, Spanish, Strategic Planning, Risk Management, Operations Management, Uniform Combined State..., Strategic Financial..., Mutual Funds, Banking, Financial Services, Relationship Management, Loans, Analysis
Education
Penn State University 1998 — 2002
BS, Management - Minors in Information Systems and Statistical Analysis
Berman Washington's Merrill Edge Experience September 2011 - February 2015
Job Assistant Vice President, Financial Solutions Advisor
Industry Financial Services
Experience
U.S. Trust Bank of America Private Wealth February 2015 - Present
Merrill Edge September 2011 - February 2015
Skills
Contract Negotiation, Public Speaking, Financial Analysis, Sales, Banking, Finance, Financial Services, Insurance, Investments, Leadership, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Series 63, Series 7, Uniform Combined State..., Wealth Management
Education
University of Maryland University College 2007 — 2009
Masters Business Administration, Business Administration
Southern University and Agricultural and Mechanical College at Baton Rouge 1999 — 2002
Bachelors of Science, Marketing
U.S. Trust Bank of America Private Wealth February 2015 - Present
Merrill Edge September 2011 - February 2015
Skills
Contract Negotiation, Public Speaking, Financial Analysis, Sales, Banking, Finance, Financial Services, Insurance, Investments, Leadership, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Series 63, Series 7, Uniform Combined State..., Wealth Management
Education
University of Maryland University College 2007 — 2009
Masters Business Administration, Business Administration
Southern University and Agricultural and Mechanical College at Baton Rouge 1999 — 2002
Bachelors of Science, Marketing
William (Bill) Ferry's Merrill Edge Experience April 2011 - Present
Job VP;Project Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2011 - Present
Banc of America Investments February 2008 - April 2011
Bank of America April 2007 - February 2008
Bank of America December 2005 - April 2007
Bank of America June 2002 - December 2005
Skills
Series 7, Banking, Portfolio Management, Risk Management, Wealth Management, Fixed Income, Series 63, Equities, Investments, Securities, Mutual Funds, Financial Services, Financial Risk, Series 24, Series 4, Series 53, Leadership, Team Leadership, Project Management
Education
North Carolina State University 1998 — 2002
Bachelor of Arts (B.A.), Business Management
Merrill Edge April 2011 - Present
Banc of America Investments February 2008 - April 2011
Bank of America April 2007 - February 2008
Bank of America December 2005 - April 2007
Bank of America June 2002 - December 2005
Skills
Series 7, Banking, Portfolio Management, Risk Management, Wealth Management, Fixed Income, Series 63, Equities, Investments, Securities, Mutual Funds, Financial Services, Financial Risk, Series 24, Series 4, Series 53, Leadership, Team Leadership, Project Management
Education
North Carolina State University 1998 — 2002
Bachelor of Arts (B.A.), Business Management
Patrick Titus's Merrill Edge Experience August 2012 - Present
Job Assistant Vice President/ Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge August 2012 - Present
SunTrust Bank June 2010 - August 2012
2010 MBC Capital Inc July 2007 - June 2010
2003-2007 JPMorgan Chase Bank February 2002 - July 2007
Dreyfus Mutual Funds January 1999 - January 2003
Skills
Credit Analysis, Series 7, Retirement Planning, Strategic Financial..., Asset Protection, Credit, Small Business Lending, Consumer Lending, Banking, Commercial Lending, Loans, Cash Management, Retail Banking, Portfolio Management, Investments, Finance
Education
St. John's University 1994 — 1997
Criminal Justice
Merrill Edge August 2012 - Present
SunTrust Bank June 2010 - August 2012
2010 MBC Capital Inc July 2007 - June 2010
2003-2007 JPMorgan Chase Bank February 2002 - July 2007
Dreyfus Mutual Funds January 1999 - January 2003
Skills
Credit Analysis, Series 7, Retirement Planning, Strategic Financial..., Asset Protection, Credit, Small Business Lending, Consumer Lending, Banking, Commercial Lending, Loans, Cash Management, Retail Banking, Portfolio Management, Investments, Finance
Education
St. John's University 1994 — 1997
Criminal Justice
Andrew Denys's Merrill Edge Experience September 2014 - Present
Job Financial Advisor at Merrill Edge
Industry Automotive
Experience
Merrill Edge September 2014 - Present
Emery Federal Credit Union Mortgage Division January 2014 - August 2014
JPMorgan Chase January 2012 - December 2013
University of Phoenix November 2008 - December 2011
The Suburban Collection March 2003 - November 2008
Skills
Social Media Marketing, Loans, Microsoft Office, Sales Management, Strategic Planning, Lean Manufacturing, Mortgage Lending, Customer Service, Vehicles, Management, Strategic Thinking, Marketing, Account Management, College Recruiting, Leadership, Sales, Team Building, Credit, Financial Analysis, Finance, Process Improvement
Education
Walsh College 2005 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Oakland Community College 2002 — 2005
Associate of Arts (AA), Business Administration and Management, General
Merrill Edge September 2014 - Present
Emery Federal Credit Union Mortgage Division January 2014 - August 2014
JPMorgan Chase January 2012 - December 2013
University of Phoenix November 2008 - December 2011
The Suburban Collection March 2003 - November 2008
Skills
Social Media Marketing, Loans, Microsoft Office, Sales Management, Strategic Planning, Lean Manufacturing, Mortgage Lending, Customer Service, Vehicles, Management, Strategic Thinking, Marketing, Account Management, College Recruiting, Leadership, Sales, Team Building, Credit, Financial Analysis, Finance, Process Improvement
Education
Walsh College 2005 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Oakland Community College 2002 — 2005
Associate of Arts (AA), Business Administration and Management, General
Patrick Hooker's Merrill Edge Experience June 2011 - December 2011
Job Contractor (Aerotek) Inbound Advisor at Financial Engines
Industry Financial Services
Experience
UPS 2015 - Present
Financial Engines January 2013 - January 2015
TEKsystems January 2012 - January 2013
Merrill Edge June 2011 - December 2011
Shurwest Financial Group September 2010 - June 2011
Ameriprise Financial Services, Inc. January 2009 - January 2010
ING Mutual Funds May 2006 - October 2008
E*TRADE Financial February 2005 - May 2006
Charles Schwab February 2004 - January 2005
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Prospecting Skills, Investment Management, Alternative Investments, Annuities, Fixed Income, Portfolio Management, Sales, Sales Presentations, ETFs, Stocks, Sales Management, Wholesaling Mutual Funds, Cold Calling, Call Center, Consultative Selling..., Business Development, Product Marketing, Sales Territory..., Wholesaling, Series 7, Series 65, Series 63, B2B Sales, Account Management, Fixed Annuities, Financial Services, Financial Planning
Education
Northern Arizona University 1991 — 1994
B.S., Economics, Business Administration
UPS 2015 - Present
Financial Engines January 2013 - January 2015
TEKsystems January 2012 - January 2013
Merrill Edge June 2011 - December 2011
Shurwest Financial Group September 2010 - June 2011
Ameriprise Financial Services, Inc. January 2009 - January 2010
ING Mutual Funds May 2006 - October 2008
E*TRADE Financial February 2005 - May 2006
Charles Schwab February 2004 - January 2005
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Prospecting Skills, Investment Management, Alternative Investments, Annuities, Fixed Income, Portfolio Management, Sales, Sales Presentations, ETFs, Stocks, Sales Management, Wholesaling Mutual Funds, Cold Calling, Call Center, Consultative Selling..., Business Development, Product Marketing, Sales Territory..., Wholesaling, Series 7, Series 65, Series 63, B2B Sales, Account Management, Fixed Annuities, Financial Services, Financial Planning
Education
Northern Arizona University 1991 — 1994
B.S., Economics, Business Administration
Heather Crake's Merrill Edge Experience November 2010 - June 2012
Job Financial Advisor at GenWealth Financial
Industry Financial Services
Experience
GenWealth Financial Advisors January 2014 - Present
Edward Jones August 2012 - January 2014
Merrill Edge November 2010 - June 2012
Heath Lawrence January 2010 - February 2011
Allstate Financial September 2006 - May 2009
Education
Penn State University 1991 — 1995
BA, Speech & Communication
Nova Southeastern University
Executive MBA
GenWealth Financial Advisors January 2014 - Present
Edward Jones August 2012 - January 2014
Merrill Edge November 2010 - June 2012
Heath Lawrence January 2010 - February 2011
Allstate Financial September 2006 - May 2009
Education
Penn State University 1991 — 1995
BA, Speech & Communication
Nova Southeastern University
Executive MBA
Yulia Fenzl's Merrill Edge Experience May 2014 - Present
Job Vice President; Market Sales Manager
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
Merrill Lynch January 2012 - May 2014
Hilti (Russia) April 2011 - January 2012
Thunderbird Global Financial Services Center February 2010 - March 2011
Grameen Bank, Bangladesh May 2009 - August 2009
Hanjin Shipping July 2007 - July 2008
Rummel Contruction Inc. February 2005 - July 2007
LuK USA LLC August 2004 - December 2004
Skills
Manage Client..., Financial Services, Team Building, Budgets, Project Management, Analytical Skills, Time Management, Financial Analysis, Financial Modeling, Risk Management, Strategic Financial..., Portfolio Management, Insurance, Cross-functional Team..., Multicultural..., Strategic Planning, Entrepreneurship, Strategy, Valuation, International Business, Emerging Markets, Competitive Analysis, Market Research, Program Management, Forecasting, CRM, Investments, Finance, Relationship Management, Wealth Management, Financial Planning
Education
Thunderbird School of Global Management 2008 — 2010
MBA, Global Finance
Moscow State Institute of International Relations (University) MFA Russia (MGIMO
Foreign Affairs, Asian Studies
Merrill Edge May 2014 - Present
Merrill Lynch January 2012 - May 2014
Hilti (Russia) April 2011 - January 2012
Thunderbird Global Financial Services Center February 2010 - March 2011
Grameen Bank, Bangladesh May 2009 - August 2009
Hanjin Shipping July 2007 - July 2008
Rummel Contruction Inc. February 2005 - July 2007
LuK USA LLC August 2004 - December 2004
Skills
Manage Client..., Financial Services, Team Building, Budgets, Project Management, Analytical Skills, Time Management, Financial Analysis, Financial Modeling, Risk Management, Strategic Financial..., Portfolio Management, Insurance, Cross-functional Team..., Multicultural..., Strategic Planning, Entrepreneurship, Strategy, Valuation, International Business, Emerging Markets, Competitive Analysis, Market Research, Program Management, Forecasting, CRM, Investments, Finance, Relationship Management, Wealth Management, Financial Planning
Education
Thunderbird School of Global Management 2008 — 2010
MBA, Global Finance
Moscow State Institute of International Relations (University) MFA Russia (MGIMO
Foreign Affairs, Asian Studies
Erika Torrey's Merrill Edge Experience April 2014 - Present
Job Operations Team Manager
Industry Banking
Experience
Merrill Edge April 2014 - Present
Merrill Edge June 2013 - April 2014
Bank of America January 2010 - June 2013
Silverton Bank, N.A. October 2008 - October 2009
Silverton Bank, N.A. January 2008 - October 2008
Silverton Bank, N.A. January 2007 - January 2008
Skills
Customer Service, Banking, Retail Banking, Microsoft Word, Training, Microsoft Office, Microsoft Excel, Outlook, Leadership, Team Leadership, Business Development, Time Management, Relationship Management, Team Building, PowerPoint, Call Centers, Process Improvement, Management, Accounts Receivable, Call Center, Employee Relations, Project Management, Account Management, Business Analysis, Performance Management, Credit
Education
Presbyterian College 1993 — 1997
B.S, Business Administration
Merrill Edge April 2014 - Present
Merrill Edge June 2013 - April 2014
Bank of America January 2010 - June 2013
Silverton Bank, N.A. October 2008 - October 2009
Silverton Bank, N.A. January 2008 - October 2008
Silverton Bank, N.A. January 2007 - January 2008
Skills
Customer Service, Banking, Retail Banking, Microsoft Word, Training, Microsoft Office, Microsoft Excel, Outlook, Leadership, Team Leadership, Business Development, Time Management, Relationship Management, Team Building, PowerPoint, Call Centers, Process Improvement, Management, Accounts Receivable, Call Center, Employee Relations, Project Management, Account Management, Business Analysis, Performance Management, Credit
Education
Presbyterian College 1993 — 1997
B.S, Business Administration
Joseph Caggiano III, CRPC, CLTC's Merrill Edge Experience July 2014 - Present
Job Investment Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
John Hancock Financial Services January 2013 - July 2014
John Hancock Mutual Funds June 2007 - January 2013
CCO Investment Services Corp. June 2006 - June 2007
Bancnorth Investment Group May 2005 - June 2006
Skills
Investments, Retirement Planning, Financial Advisory, Mutual Funds, Series 7, Strategic Financial..., Finance, Series 63, CRM, Series 6
Education
Southern New Hampshire University
Merrill Edge July 2014 - Present
John Hancock Financial Services January 2013 - July 2014
John Hancock Mutual Funds June 2007 - January 2013
CCO Investment Services Corp. June 2006 - June 2007
Bancnorth Investment Group May 2005 - June 2006
Skills
Investments, Retirement Planning, Financial Advisory, Mutual Funds, Series 7, Strategic Financial..., Finance, Series 63, CRM, Series 6
Education
Southern New Hampshire University
Jose Tomas Giraldo's Merrill Edge Experience September 2013 - Present
Job Pref Act Opening & Srvs Sr Rep at Merrill Edge
Industry Investment Banking
Experience
Merrill Edge September 2013 - Present
David Lerner Associates, inc. January 2012 - July 2012
System Cargo Express January 2011 - December 2011
Las Palmas Restaurant LLC June 2009 - June 2010
Barclays Capital June 1986 - June 2009
Education
Pace University 1986 — 1990
BS, Computer Science
Merrill Edge September 2013 - Present
David Lerner Associates, inc. January 2012 - July 2012
System Cargo Express January 2011 - December 2011
Las Palmas Restaurant LLC June 2009 - June 2010
Barclays Capital June 1986 - June 2009
Education
Pace University 1986 — 1990
BS, Computer Science
Jason Bothwell's Merrill Edge Experience August 2011 - April 2014
Job Insurance Representative at Aflac
Industry Insurance
Experience
Aflac August 2014 - Present
Merrill Edge August 2011 - April 2014
Union Bank Investment Services 2005 - 2011
Skills
Budgets, Public Speaking, Customer Service, Microsoft Excel, PowerPoint, Financial Services, Portfolio Management
Education
Sonoma State University 1994 — 1999
Bachelor, Sociology, CJA
Aflac August 2014 - Present
Merrill Edge August 2011 - April 2014
Union Bank Investment Services 2005 - 2011
Skills
Budgets, Public Speaking, Customer Service, Microsoft Excel, PowerPoint, Financial Services, Portfolio Management
Education
Sonoma State University 1994 — 1999
Bachelor, Sociology, CJA
Thomas Cotter's Merrill Edge Experience February 2014 - March 2014
Job Its all about the details
Industry Consumer Services
Experience
State Street January 2015 - March 2015
Blue Cross Blue Shield of Massachusetts August 2014 - October 2014
Santander Bank, N.A. April 2014 - May 2014
Merrill Edge February 2014 - March 2014
New York Life Insurance Company December 2010 - February 2014
Mercer September 2004 - November 2008
Skills
401k, Call Centers, Customer Service, Microsoft Office, Benefits Administration, Financial Services, Insurance, Investments, Process Improvement
Education
Northeastern University 1997 — 2002
Bachelor's Degree, Business Administration and Management, General
State Street January 2015 - March 2015
Blue Cross Blue Shield of Massachusetts August 2014 - October 2014
Santander Bank, N.A. April 2014 - May 2014
Merrill Edge February 2014 - March 2014
New York Life Insurance Company December 2010 - February 2014
Mercer September 2004 - November 2008
Skills
401k, Call Centers, Customer Service, Microsoft Office, Benefits Administration, Financial Services, Insurance, Investments, Process Improvement
Education
Northeastern University 1997 — 2002
Bachelor's Degree, Business Administration and Management, General
Kyle Rudolph's Merrill Edge Experience March 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Investment Banking
Experience
Merrill Edge March 2014 - Present
HomeStreet Bank October 2010 - March 2014
Waddell & Reed February 2010 - October 2010
Bank of America October 2006 - February 2010
Skills
Retail Banking, Branch Banking, Investments, Securities License, Licensed Life & Health..., Retirement Planning, Sales Process, New Business Development, Credit, Consumer Lending, Small Business Lending, Communication, Networking
Education
Oregon State University 2006 — 2010
Bachelor of Science (BS), Business Administration
Merrill Edge March 2014 - Present
HomeStreet Bank October 2010 - March 2014
Waddell & Reed February 2010 - October 2010
Bank of America October 2006 - February 2010
Skills
Retail Banking, Branch Banking, Investments, Securities License, Licensed Life & Health..., Retirement Planning, Sales Process, New Business Development, Credit, Consumer Lending, Small Business Lending, Communication, Networking
Education
Oregon State University 2006 — 2010
Bachelor of Science (BS), Business Administration
Patrick Carpio's Merrill Edge Experience September 2012 - Present
Job Internal Consultant Dedicated Partner for Merrill Edge West Coast Region at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2012 - Present
Merrill Lynch July 2012 - September 2012
Merrill Lynch October 2011 - July 2012
Merrill Lynch July 2009 - October 2011
Merrill Lynch January 2008 - July 2009
Lynx Capital Partners August 2003 - December 2007
Skills
Financial Modeling, Wealth Management, Training, Financial Analysis, Sales, Series 7, Leadership, Series 63, Mutual Funds, Uniform Combined State...
Education
Penn State University 1999 — 2003
BS, Finance
Merrill Edge September 2012 - Present
Merrill Lynch July 2012 - September 2012
Merrill Lynch October 2011 - July 2012
Merrill Lynch July 2009 - October 2011
Merrill Lynch January 2008 - July 2009
Lynx Capital Partners August 2003 - December 2007
Skills
Financial Modeling, Wealth Management, Training, Financial Analysis, Sales, Series 7, Leadership, Series 63, Mutual Funds, Uniform Combined State...
Education
Penn State University 1999 — 2003
BS, Finance
Robyn Hawkins's Merrill Edge Experience October 2014 - Present
Job Assistant Vice President: Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
AIG August 2014 - October 2014
T. Rowe Price January 2014 - August 2014
T. Rowe Price December 2012 - January 2014
T. Rowe Price April 2011 - December 2012
The Bozzuto Group 2010 - 2011
T-Mobile November 2006 - September 2010
Skills
Marketing, Sales, Management, Coaching, Customer Service, Leadership, Sales Management, Marketing Communications, Investments, Account Management, Marketing Strategy, Series 63, Microsoft Excel, Financial Analysis, Financial Advisory, Life Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities
Education
Morgan State University 2004 — 2010
B.S, Marketing
Merrill Edge October 2014 - Present
AIG August 2014 - October 2014
T. Rowe Price January 2014 - August 2014
T. Rowe Price December 2012 - January 2014
T. Rowe Price April 2011 - December 2012
The Bozzuto Group 2010 - 2011
T-Mobile November 2006 - September 2010
Skills
Marketing, Sales, Management, Coaching, Customer Service, Leadership, Sales Management, Marketing Communications, Investments, Account Management, Marketing Strategy, Series 63, Microsoft Excel, Financial Analysis, Financial Advisory, Life Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities
Education
Morgan State University 2004 — 2010
B.S, Marketing
Christian Hastings's Merrill Edge Experience April 2013 - Present
Job at
Industry Banking
Experience
Merrill Lynch January 2014 - Present
Merrill Edge April 2013 - Present
Sun National Bank March 2009 - April 2013
Hastings Financial May 2003 - February 2009
Merrill Lynch July 1994 - May 2003
Skills
Portfolio Management, Mortgage Lending, Investments, Banking, Credit, Small Business Lending, Commercial Lending, Financial Services, Life Insurance, Asset Managment, Cash Management, Consumer Lending, Series 7, 63, 65, NJ..., Relationship Management, Fixed Annuities, Retirement Planning, Asset Allocation, High Net Worth..., Wealth Management..., Series 7, Series 63
Education
Rider University 1987 — 1991
B.S., Marketing
Merrill Lynch January 2014 - Present
Merrill Edge April 2013 - Present
Sun National Bank March 2009 - April 2013
Hastings Financial May 2003 - February 2009
Merrill Lynch July 1994 - May 2003
Skills
Portfolio Management, Mortgage Lending, Investments, Banking, Credit, Small Business Lending, Commercial Lending, Financial Services, Life Insurance, Asset Managment, Cash Management, Consumer Lending, Series 7, 63, 65, NJ..., Relationship Management, Fixed Annuities, Retirement Planning, Asset Allocation, High Net Worth..., Wealth Management..., Series 7, Series 63
Education
Rider University 1987 — 1991
B.S., Marketing
Randall Zapolski's Merrill Edge Experience February 2011 - October 2011
Job Registered Phone Representative at Merrill Lynch
Industry Marketing and Advertising
Experience
Merrill Lynch October 2011 - Present
Next Level Soccer Academy January 2009 - Present
Merrill Edge February 2011 - October 2011
ZAPOLSKI & RUDD, LLC Summer 2006 May 2006 - August 2006
Skills
Facebook, Research, PowerPoint, Microsoft Office, Event Planning, Microsoft Excel, Social Media, Customer Service, Social Networking, Public Speaking, Microsoft Word, Sports Marketing, YouTube, Strategic Planning, Sports Management, Series 7, Series 66
Education
Princeton School Of Real Estate 2010 — 2010
NJ Real Estate License
Rider University 2005 — 2009
Bachelors, Business, Marketing
Merrill Lynch October 2011 - Present
Next Level Soccer Academy January 2009 - Present
Merrill Edge February 2011 - October 2011
ZAPOLSKI & RUDD, LLC Summer 2006 May 2006 - August 2006
Skills
Facebook, Research, PowerPoint, Microsoft Office, Event Planning, Microsoft Excel, Social Media, Customer Service, Social Networking, Public Speaking, Microsoft Word, Sports Marketing, YouTube, Strategic Planning, Sports Management, Series 7, Series 66
Education
Princeton School Of Real Estate 2010 — 2010
NJ Real Estate License
Rider University 2005 — 2009
Bachelors, Business, Marketing
Tabitha Wright's Merrill Edge Experience September 2012 - March 2013
Job Attorney Licensed in California
Industry Law Practice
Experience
Merrill Edge September 2012 - March 2013
L-3 Communications September 2009 - April 2010
U.S Navy 2004 - 2009
Vail Resorts January 1996 - April 1996
Skills
Westlaw, Defense, DoD, Legal Research, Mediation, Military, Military Experience, Litigation, Microsoft Office, National Security, Policy, Operational Planning, Public Speaking, Research, Security Clearance, Team Building, PowerPoint, Criminal Law, Intellectual Property, Leadership, Legal Writing, Editing, Government, International Law
Education
University of Denver College of Law 2011 — 2013
Juris Doctorate, Law
University of San Francisco School of Law 2010 — 2011
Law
Rhema Bible Training College 2001 — 2003
Missions
University of Arizona 1998 — 2001
Bachelor of Arts, Economics
New York University 1997 — 1998
Merrill Edge September 2012 - March 2013
L-3 Communications September 2009 - April 2010
U.S Navy 2004 - 2009
Vail Resorts January 1996 - April 1996
Skills
Westlaw, Defense, DoD, Legal Research, Mediation, Military, Military Experience, Litigation, Microsoft Office, National Security, Policy, Operational Planning, Public Speaking, Research, Security Clearance, Team Building, PowerPoint, Criminal Law, Intellectual Property, Leadership, Legal Writing, Editing, Government, International Law
Education
University of Denver College of Law 2011 — 2013
Juris Doctorate, Law
University of San Francisco School of Law 2010 — 2011
Law
Rhema Bible Training College 2001 — 2003
Missions
University of Arizona 1998 — 2001
Bachelor of Arts, Economics
New York University 1997 — 1998
Edgardo Luis Ortiz Flores's Merrill Edge Experience February 2012 - Present
Job
Industry Law Practice
Experience
Merrill Edge February 2012 - Present
MetLife March 2011 - February 2012
Schuster Aguiló LLP October 2008 - July 2009
Education
Southwestern University School of Law 2010 — 2010
Master of Laws (LLM), Law
University of Puerto Rico School of Law 2005 — 2008
Juris Doctor, Law
Merrill Edge February 2012 - Present
MetLife March 2011 - February 2012
Schuster Aguiló LLP October 2008 - July 2009
Education
Southwestern University School of Law 2010 — 2010
Master of Laws (LLM), Law
University of Puerto Rico School of Law 2005 — 2008
Juris Doctor, Law
Bao Dinh's Merrill Edge Experience March 2015 - Present
Job Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Industry Computer Networking
Experience
Merrill Edge March 2015 - Present
Bank of America February 2012 - February 2015
Fine Tech Computer January 2010 - February 2012
Mass Mutual Insurance June 2009 - October 2009
Skills
Banking, Networking, Microsoft Excel, Microsoft Office, Account Management, Cross-functional Team..., Customer Service, Sales, Management, Risk Management, Salesforce.com, Network Security, Portfolio Management, Credit, CRM, Security, Cloud Computing, Microsoft Word, Financial Analysis
Education
San Jose State University 2006 — 2010
BS, Economics
San Jose State University
Bachelor of Science (BS), Economics
Merrill Edge March 2015 - Present
Bank of America February 2012 - February 2015
Fine Tech Computer January 2010 - February 2012
Mass Mutual Insurance June 2009 - October 2009
Skills
Banking, Networking, Microsoft Excel, Microsoft Office, Account Management, Cross-functional Team..., Customer Service, Sales, Management, Risk Management, Salesforce.com, Network Security, Portfolio Management, Credit, CRM, Security, Cloud Computing, Microsoft Word, Financial Analysis
Education
San Jose State University 2006 — 2010
BS, Economics
San Jose State University
Bachelor of Science (BS), Economics
Philip Cadden's Merrill Edge Experience December 2012 - June 2013
Job Financial Analyst/Officer at Citizens Charter One Investments
Industry Financial Services
Experience
Citizens Charter One Investments July 2013 - Present
Merrill Edge December 2012 - June 2013
Merrill Edge December 2011 - December 2012
New York Life and Annuity Company October 2010 - October 2011
NKI Enterprises October 2003 - September 2010
Florida International University August 2001 - May 2002
Citizens Bank May 2000 - August 2001
Pawtucket Credit Union May 1997 - May 2000
Skills
Mutual Funds, Retirement Planning, Series 63, Series 7, Fixed Annuities, Equities, CRM, Securities, Series 6, Series 65, Fixed Income, Customer Service, Financial Analysis, Trading, Options, Sales, Policy, PowerPoint, Word, Excel, Leadership Development, Research, Training & Development, Teaching, Municipal Bonds, US Treasuries, Series 24, Investments, Banking, Financial Services, Finance, Uniform Combined State..., Life Insurance
Education
Providence College 1997 — 1999
Master of Arts, History
Salve Regina University 1992 — 1996
Bachelor of Arts, Politics
Citizens Charter One Investments July 2013 - Present
Merrill Edge December 2012 - June 2013
Merrill Edge December 2011 - December 2012
New York Life and Annuity Company October 2010 - October 2011
NKI Enterprises October 2003 - September 2010
Florida International University August 2001 - May 2002
Citizens Bank May 2000 - August 2001
Pawtucket Credit Union May 1997 - May 2000
Skills
Mutual Funds, Retirement Planning, Series 63, Series 7, Fixed Annuities, Equities, CRM, Securities, Series 6, Series 65, Fixed Income, Customer Service, Financial Analysis, Trading, Options, Sales, Policy, PowerPoint, Word, Excel, Leadership Development, Research, Training & Development, Teaching, Municipal Bonds, US Treasuries, Series 24, Investments, Banking, Financial Services, Finance, Uniform Combined State..., Life Insurance
Education
Providence College 1997 — 1999
Master of Arts, History
Salve Regina University 1992 — 1996
Bachelor of Arts, Politics
Kevin J. Wilkison's Merrill Edge Experience September 2012 - December 2012
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Merrill Edge September 2012 - December 2012
USAA August 2011 - June 2012
Charles Schwab July 2006 - June 2011
Charles Schwab July 2006 - October 2007
Charles Schwab January 1997 - December 2002
Education
Sacred Heart University
Masters of Business Administration, Investment Finance
Southern Connecticut State University
Bachelor of Science, Economics
Ameriprise Financial Services, Inc. January 2013 - Present
Merrill Edge September 2012 - December 2012
USAA August 2011 - June 2012
Charles Schwab July 2006 - June 2011
Charles Schwab July 2006 - October 2007
Charles Schwab January 1997 - December 2002
Education
Sacred Heart University
Masters of Business Administration, Investment Finance
Southern Connecticut State University
Bachelor of Science, Economics
Thomas Montemurro's Merrill Edge Experience October 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
Etrade November 2010 - September 2014
JPMorgan Chase April 2008 - November 2010
AXA Equitable August 2001 - April 2008
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Financial Services, Investments, Wealth Management, Retirement, Securities, Mortgage Lending, Strategic Financial..., Banking, Portfolio Management, Fixed Annuities, Uniform Combined State...
Education
Montclair State University 1994 — 1998
Master's degree, Elementary Education and Teaching
William Paterson University of New Jersey 1989 — 1994
Bachelor of Arts (B.A.), Communication and Media Studies
Merrill Edge October 2014 - Present
Etrade November 2010 - September 2014
JPMorgan Chase April 2008 - November 2010
AXA Equitable August 2001 - April 2008
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Financial Services, Investments, Wealth Management, Retirement, Securities, Mortgage Lending, Strategic Financial..., Banking, Portfolio Management, Fixed Annuities, Uniform Combined State...
Education
Montclair State University 1994 — 1998
Master's degree, Elementary Education and Teaching
William Paterson University of New Jersey 1989 — 1994
Bachelor of Arts (B.A.), Communication and Media Studies
Michael Tees Jr.'s Merrill Edge Experience March 2012 - July 2014
Job Account Manager at Orbital Engineering, Inc.
Industry Mechanical or Industrial Engineering
Experience
Orbital Engineering, Inc. July 2014 - Present
Merrill Edge March 2012 - July 2014
ING Financial Partners April 2011 - March 2012
Turner Construction Company 2007 - 2011
Skills
Series 7, Strategic Financial..., Investments, Retirement Planning, Wealth Management, Asset Allocation, Financial Analysis, Uniform Combined State..., Risk Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Budgets, Customer Service, Process Improvement, Sales, Outlook, Team Leadership, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2008
Bachelor of Science (B.S.), Mechanical Engineering
Orbital Engineering, Inc. July 2014 - Present
Merrill Edge March 2012 - July 2014
ING Financial Partners April 2011 - March 2012
Turner Construction Company 2007 - 2011
Skills
Series 7, Strategic Financial..., Investments, Retirement Planning, Wealth Management, Asset Allocation, Financial Analysis, Uniform Combined State..., Risk Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Budgets, Customer Service, Process Improvement, Sales, Outlook, Team Leadership, Financial Planning
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2008
Bachelor of Science (B.S.), Mechanical Engineering
Edward Dodge, MBA's Merrill Edge Experience August 2014 - Present
Job Retail General Manager/Store Manager
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Vanguard November 2007 - July 2013
Kids Super Center (Retail Store) July 2005 - August 2006
The Athlete's Foot May 1999 - August 2004
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, Financial Services, Investments, Relationship Management, Wealth Management, Investment Advisory, Retail Store Operations, Operations Management, Employee Management, Employee Training, Shrinkage, Inventory Management, P&L Management, Customer Service..., Purchasing
Education
Walden University
Master’s Degree, Business Administration
Nazareth College of Rochester
Bachelor’s Degree, History
Merrill Edge August 2014 - Present
Vanguard November 2007 - July 2013
Kids Super Center (Retail Store) July 2005 - August 2006
The Athlete's Foot May 1999 - August 2004
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, Financial Services, Investments, Relationship Management, Wealth Management, Investment Advisory, Retail Store Operations, Operations Management, Employee Management, Employee Training, Shrinkage, Inventory Management, P&L Management, Customer Service..., Purchasing
Education
Walden University
Master’s Degree, Business Administration
Nazareth College of Rochester
Bachelor’s Degree, History
Anthony Camacho's Merrill Edge Experience October 2011 - February 2012
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen September 2014 - Present
Charles Schwab May 2012 - June 2014
Merrill Edge October 2011 - February 2012
JPMorgan Chase February 2011 - October 2011
The Desert Highlands Country Club December 2010 - February 2011
Discount Tire September 2007 - February 2011
Skills
Spanish, Microsoft Office, DOS, Windows, Banking, Customer Service, Customer Satisfaction, Customer Retention, Data Entry, Phone Etiquette, Technical Analysis, Investment Portfolio, Portfolio Assessment
Education
Northern Arizona University, College of Business Administration 2005 — 2010
Bachelor of Science (B.S.), Accounting
Northern Arizona University, College of Business Administration 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
CliftonLarsonAllen September 2014 - Present
Charles Schwab May 2012 - June 2014
Merrill Edge October 2011 - February 2012
JPMorgan Chase February 2011 - October 2011
The Desert Highlands Country Club December 2010 - February 2011
Discount Tire September 2007 - February 2011
Skills
Spanish, Microsoft Office, DOS, Windows, Banking, Customer Service, Customer Satisfaction, Customer Retention, Data Entry, Phone Etiquette, Technical Analysis, Investment Portfolio, Portfolio Assessment
Education
Northern Arizona University, College of Business Administration 2005 — 2010
Bachelor of Science (B.S.), Accounting
Northern Arizona University, College of Business Administration 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Conor Salmon's Merrill Edge Experience August 2013 - Present
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2013 - Present
VA Enterprises October 2012 - July 2013
Karassik Enterprises June 2012 - October 2012
Scropino Ltd. August 2011 - May 2012
VA Enterprises June 2011 - August 2011
Maritime Acquisitions January 2009 - April 2011
Iroquois Corporation November 2007 - January 2009
Blue Water Rafting October 2005 - June 2007
Skills
USCG 50 ton Master Near..., MCA Yachmaster Offshore..., Series 63 License, Series 7 License, Wealth Management, Yachting, Financial Modeling, Leadership, Customer Service, Sales, Microsoft Excel, Series 7, Boat, Social Media, Series 63, Bloomberg, Finance, Maritime, Financial Analysis, Portfolio Management, Mutual Funds, Event Planning, Asset Management
Education
Northeastern University
B.S, Business Administration; Finance and Management
St. Johns High School 1996 — 2000
High School
Merrill Edge August 2013 - Present
VA Enterprises October 2012 - July 2013
Karassik Enterprises June 2012 - October 2012
Scropino Ltd. August 2011 - May 2012
VA Enterprises June 2011 - August 2011
Maritime Acquisitions January 2009 - April 2011
Iroquois Corporation November 2007 - January 2009
Blue Water Rafting October 2005 - June 2007
Skills
USCG 50 ton Master Near..., MCA Yachmaster Offshore..., Series 63 License, Series 7 License, Wealth Management, Yachting, Financial Modeling, Leadership, Customer Service, Sales, Microsoft Excel, Series 7, Boat, Social Media, Series 63, Bloomberg, Finance, Maritime, Financial Analysis, Portfolio Management, Mutual Funds, Event Planning, Asset Management
Education
Northeastern University
B.S, Business Administration; Finance and Management
St. Johns High School 1996 — 2000
High School
Vikram Srinivasan's Merrill Edge Experience December 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
Best Buy October 2013 - January 2014
Zoetis June 2013 - August 2013
Wawa, Inc. July 2011 - September 2012
Skills
Pharmaceutical Industry, Sales Effectiveness, Market Analysis, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Time Management, Leadership, Customer Service, Public Speaking, Teamwork, Research, Social Media, Sales
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Economics
Merrill Edge December 2014 - Present
Best Buy October 2013 - January 2014
Zoetis June 2013 - August 2013
Wawa, Inc. July 2011 - September 2012
Skills
Pharmaceutical Industry, Sales Effectiveness, Market Analysis, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Time Management, Leadership, Customer Service, Public Speaking, Teamwork, Research, Social Media, Sales
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Economics
Michael Faughnan's Merrill Edge Experience April 2015 - Present
Job Concierge Team Associate at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2015 - Present
TD Bank December 2010 - March 2015
Best Buy July 2009 - January 2011
Skills
Banking, Retail Banking, Cross Selling, Deposits, Cash Management, Customer Service, Sales
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2013
Bachelor's degree, Finance, General
Merrill Edge April 2015 - Present
TD Bank December 2010 - March 2015
Best Buy July 2009 - January 2011
Skills
Banking, Retail Banking, Cross Selling, Deposits, Cash Management, Customer Service, Sales
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2013
Bachelor's degree, Finance, General
Jonathan Chau's Merrill Edge Experience August 2013 - October 2013
Job Reconciliation Analyst
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Barclays October 2013 - May 2015
Merrill Edge August 2013 - October 2013
Skills
Human Resources, Recruiting, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration
JPMorgan Chase & Co. May 2015 - Present
Barclays October 2013 - May 2015
Merrill Edge August 2013 - October 2013
Skills
Human Resources, Recruiting, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration
Neville Kapoor's Merrill Edge Experience September 2015 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2015 - Present
Skills
Financial Services, Financial Planning, Retirement Planning, Series 7, Series 63, Series 65, Life Insurance, Health Insurance, Computer Science, Foreign Exchange, Information Technology, Investments, Investment Advisory..., Salesforce.com, Relationship Management, Marketing Strategy, Team Management, College Education..., Planning Budgeting &...
Education
Pace University 2010 — 2012
Master’s Degree, Computer Systems Networking and Telecommunications
Pace University 1998 — 2002
Bachelor’s Degree, Criminal Justice/ Pre Law
Merrill Edge September 2015 - Present
Skills
Financial Services, Financial Planning, Retirement Planning, Series 7, Series 63, Series 65, Life Insurance, Health Insurance, Computer Science, Foreign Exchange, Information Technology, Investments, Investment Advisory..., Salesforce.com, Relationship Management, Marketing Strategy, Team Management, College Education..., Planning Budgeting &...
Education
Pace University 2010 — 2012
Master’s Degree, Computer Systems Networking and Telecommunications
Pace University 1998 — 2002
Bachelor’s Degree, Criminal Justice/ Pre Law
Andrew Weight's Merrill Edge Experience June 2015 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
Buffalo Wild Wings October 2012 - June 2015
Wear The Party September 2012 - June 2015
Borderline Bar & Grill November 2012 - July 2013
Mackk Mechanical February 2010 - July 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Teamwork, Retail, Financial Analysis, Budgets, Negotiation, Access, Forecasting, Analysis, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2015
Bachelor of Science (BS), Environmental and Business Economics
Towson University 2011 — 2012
Merrill Edge June 2015 - Present
Buffalo Wild Wings October 2012 - June 2015
Wear The Party September 2012 - June 2015
Borderline Bar & Grill November 2012 - July 2013
Mackk Mechanical February 2010 - July 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Teamwork, Retail, Financial Analysis, Budgets, Negotiation, Access, Forecasting, Analysis, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2015
Bachelor of Science (BS), Environmental and Business Economics
Towson University 2011 — 2012
Robert Harman's Merrill Edge Experience August 2014 - Present
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
ING Financial Partners May 2005 - September 2012
Skills
Customer Service, Microsoft Office, Management, Marketing, Project Management, Insurance, Team Building, PowerPoint, Research
Education
Rider University
Bachelor of Arts (B.A.), Political Science and Government
The Pennington School
Widener University
Merrill Edge August 2014 - Present
ING Financial Partners May 2005 - September 2012
Skills
Customer Service, Microsoft Office, Management, Marketing, Project Management, Insurance, Team Building, PowerPoint, Research
Education
Rider University
Bachelor of Arts (B.A.), Political Science and Government
The Pennington School
Widener University
Jason DePalma's Merrill Edge Experience July 2011 - Present
Job Financial Adviser at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2011 - Present
Fidelity Investments September 2007 - July 2011
Park Physical Therapy May 2004 - August 2007
Skills
Financial Planning, Financial Services, Banking, Finance, Mutual Funds, Wealth Management, Retirement Planning, Investments, Portfolio Management, Series 7, Retirement, Financial Advisory, Investment Advisory, Equities
Education
Towson University 2000 — 2002
Bachelor of Science (BS), Accounting and Finance
Pace University 1997 — 2000
Merrill Edge July 2011 - Present
Fidelity Investments September 2007 - July 2011
Park Physical Therapy May 2004 - August 2007
Skills
Financial Planning, Financial Services, Banking, Finance, Mutual Funds, Wealth Management, Retirement Planning, Investments, Portfolio Management, Series 7, Retirement, Financial Advisory, Investment Advisory, Equities
Education
Towson University 2000 — 2002
Bachelor of Science (BS), Accounting and Finance
Pace University 1997 — 2000
KeyBank
Sovereign Bank
Key Bank
Santander Bank, N.A.
Royal Bank of Scotland
KeyCorp
CIBC Wood Gundy
Lloyds Banking Group